How to do it...

Carry out the following steps to create an email template for use with approval assignments:

  1. Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
  1. Click on Setup, as shown in the following screenshot:
  1. Navigate to the new email template creation page by clicking Email | Email Templates.
  2. Select the folder named Unfiled Public Email Templates.
  3. 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.

  1. 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.

  1. Check the Available For Use checkbox.
  2. Enter 100k Deal Review in the Email Template Name field.
  3. Accept the default text X100k_Deal_Review that is automatically set in the Template Unique Name field.
  4. Leave the Encoding field option set to General US & Western Europe (ISO-8859-1, ISO-LATIN-1).
  5. Optionally, enter a description in the Description field.
  6. Enter 100k Deal Review in the Subject field.
  7. 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}.
  1. Click on Save, as shown in the following screenshot:
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