Setting default email template in Salesforce Service Cloud
Congratulations! You've successfully connected your Salesforce account with Nicereply and created Nicereply email template. All you need to do now is to set up this email template as default. Follow these simple steps and next time you will send an email to a customer Nicereply email template will be automatically inserted into the email body.
- Open your Salesforce (Service Cloud) account
- Go to Setup (not Service Setup)
- Click Objects and Fields, and then go to Object manager
- Then click on Case
- Then go to Buttons, Links, and Actions
- Click on Email
- Now click Edit
- Now click on the magnifier in the Default Email Template line, and then select the email template you want to set as default
- Finally, click Save
You've successfully set your Nicereply email template as default.