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How do you organise email templates for multiple teams and brands?

Salesforce has multiple template systems and they overlap awkwardly:

  • Lightning Email Templates (the modern default) — created and edited in the Email Templates app, stored as Enhanced Letterheads or HTML/Text. Folder-based organisation. Used by Email integration, Email Composer, and most flow/send-email actions.
  • Classic Email Templates — legacy. Visualforce, Custom HTML, and Text variants. Some legacy automations still reference them.
  • Email Alert Templates (used by Workflow/Flow email alerts) — bound to a specific template at design time.

Folder strategy is where most orgs go wrong. Recommended structure:

  1. Folder per team/brand — Sales Templates, Service Templates, Marketing Templates, Brand-A, Brand-B.
  2. Folder permissions — share each folder only with the public group or role for that team. Marketing's templates shouldn't accidentally end up in Sales' picker.
  3. Subfolders for sequences — within a team, group by use case: Welcome, Follow-up, Renewal, Escalation.
  4. Naming convention with prefix[Sales] Welcome - New Customer is clearer than Welcome - New Customer once you have hundreds of templates across teams.
  5. Letterhead per brand — multi-brand orgs benefit from one Enhanced Letterhead per brand so headers/footers stay consistent automatically.
  6. Merge field discipline — encourage templates that pull from the recipient's record fields rather than hard-coded values, so one template handles all owners/regions.

Audit periodically: orphaned templates referencing deleted users, broken merge fields, templates not used in 12 months.

Why this answer works

Tests whether the candidate has scaled a real org's templates. The Lightning vs Classic split is critical because automations sometimes still bind to legacy Classic templates and break silently when those are migrated. Folder permissioning is where multi-team orgs leak.

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