Create an Email template | mysolution documentation

Open Email Templates

Click the Appstarter (the grid icon in the top-left of Mysolution).
Type mail in the search box.
Click Email Templates in the results list under "Items".

View all existing templates

You will likely land on the Recent Templates view. Change the list view to All Templates so you can see everything that already exists.

Create a new template

Click New Email Template in the top-right corner.

Fill in the template details

You will see a form. Fill in the following fields:

Field	What to do
Email Template Name (required)	Give the template a clear name. This is what you will see when selecting a template while composing an email. ⚠️ Do not use square brackets `[` or `]` in the name — this will break the template if it is used in any automated flow.
Related Entity Type	Select the object this template is used from (e.g. Job Application, Contact). This determines which fields you can insert. If you leave it empty, you can only use Recipient, Sender, and Organisation fields.
Description	Write a short description of what this template is for. This is only visible inside the Email Templates list — not in the email itself.
Folder	Choose Public Email Templates if colleagues should also be able to use this template. Choose Private Email Templates if it is for your use only.
Subject	Type the subject line of the email.
Enhanced Letterhead	Optional. If you have an Enhanced Letterhead set up (see Part 2), https://mysolutiongroup.atlassian.net/wiki/spaces/MD/pages/edit-v2/704938011#Part-2%3A-(Optional)-Create-an-Enhanced-Letterhead

Write the email body

Click inside the HTML Value field and start typing your email text.

To insert a merge field (a field that fills in automatically, like the recipient's first name):

Click the { } icon in the bottom-right corner of the HTML Value editor. This opens the Insert Merge Field dialog.
On the left, choose a category:
- Recipient — fields about the person receiving the email
- Sender — fields about you (the person sending)
- Organization — fields about your organisation
- (Your Related Entity Type, e.g. Job Application) — fields from the linked object
Use the search box to find the field you need (e.g. search name to find First Name).
Select the field and click Insert.

The field will appear in the email body between triple curly brackets, for example:

Dear {{{Recipient.FirstName}}},

You can combine free text and merge fields however you like. Example:

Dear {{{Recipient.FirstName}}},

Thank you for applying to {{{msf__Job_Application__c.msf__Job__c}}}. We'll be contacting you shortly.

Save the template

Click Save in the bottom-right corner.

(Optional) Create an Enhanced Letterhead

An Enhanced Letterhead adds a fixed header and/or footer to your email templates. Use this for things like a banner image at the top of the email, or a standard email signature at the bottom.

Important: Once an Enhanced Letterhead is linked to a template, its content cannot be edited while composing an email. To change the header or footer, you must go back and edit the Enhanced Letterhead record itself.

Open Enhanced Letterheads

Click the Appstarter.
Type Enhanced in the search box.
Click Enhanced Letterheads in the results ('Uitgebreide Briefhoofden' in Dutch).

View all existing letterheads

You will likely see Recently Viewed. Change the list view to All or create a new list view to see all existing letterheads.

Create a new Enhanced Letterhead

Click New in the top-right corner.

Fill in the letterhead details

Field	What to do
Name (required)	Give the letterhead a clear name. This is what you will see when selecting it inside an email template.
Description	A short description for your own reference. Only visible in the Enhanced Letterheads list.
Header	Type or paste the content you want to appear above every email that uses this letterhead. For example: a banner image, a company logo, or a divider line. Works the same as the email template editor.
Footer	Type or paste the content you want to appear below every email. For example, an email signature: `Kind regards,` followed by `{{{Sender.Name}}}`. Works the same as configuring and an email template.

Save the letterhead

Click Save.

Link the letterhead to an email template

Open the email template you want to attach it to.
In the Enhanced Letterhead field under Message Content, search for and select your new letterhead.
Save the template.

(Optional) Use IF-statements in Email Templates

IF-statements let you show different text depending on whether a field is filled or empty.

Syntax:

{{#if FIELDNAME}}Text shown if filled{{else}}Text shown if empty{{/if}}

Example: checks whether a candidate applied to a job or a sub-job. If the IF-statement is true, Text 1 shows the sub-job name; if false, Text 2 shows the job name:

{{#if msf__Job_Application__c.msf__Applied_To_Sub_Job__c}}
{{{msf__Job_Application__c.msf__Applied_To_Sub_Job__c}}}{{else}}
{{{msf__Job_Application__c.msf__Job__c}}}{{/if}}

Note: The IF-statement only checks whether a field is filled or empty — it does not check the actual value of the field.

Testing and troubleshooting

The best way to test an email template is to use a test candidate/account with the Salesforce Mysolution email address. Before sending, click Show a preview (the eye icon) to check if merge fields are filled correctly. Some things only work on send, so if preview looks wrong, send the email to the test address to verify.

Known limitations

Google Fonts are not supported in Lightning Email Templates. Salesforce removes the required link/reference code, which prevents Google Fonts from rendering correctly.