Carry out the following steps to create an email template for use with approval assignments:
- Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
- Click on Setup, as shown in the following screenshot:
- Navigate to the new email template creation page by clicking Email | Email Templates.
- Select the folder named Unfiled Public Email Templates.
- Click on the New Template button, as shown in the following screenshot:
We will be presented with the Step 1. Email Template: New Template page.
- Choose the Text option and click on Next.
We will be presented with the Step 2. Text Email Template: New Template page. Ensure that the Folder option Unfiled Public Email Templates is selected.
- Check the Available For Use checkbox.
- Enter 100k Deal Review in the Email Template Name field.
- Accept the default text X100k_Deal_Review that is automatically set in the Template Unique Name field.
- Leave the Encoding field option set to General US & Western Europe (ISO-8859-1, ISO-LATIN-1).
- Optionally, enter a description in the Description field.
- Enter 100k Deal Review in the Subject field.
- Paste, or enter, the following text in the Email Body field:
{!Today}
The opportunity, {!Opportunity.Name} for the account {!Opportunity.Account.Name} has an amount > 100k. The opportunity is pending your review and approval as it is now at stage {!Opportunity.StageName}.
- Click on Save, as shown in the following screenshot: