Check available templates
Go to Setup and click Content.
Expand the Emails menu.
Expand each folder and click the templates in the folder to view them.
You can edit a template by clicking the Edit button in the top right corner.
Create a template to add to a notification
Go to Setup and click Content.
Expand the Emails menu.
Click Configuration and then click Triggers.
Email templates created in the Triggers folder are available to be selected when setting up a notification.
Click Add Email in the top right corner to set up a new email template.
Enter the title of the template in the Description field and the subject in the Subject field (this will be the subject of the email when it's sent to employees).
Write the content of the email template or upload a document by clicking Add Attachments. You can use the replacements in the column on the right to add personalised data which will be taken from each employee's profile.
Click Save.
Add the new template to a notification
Go to Setup and click Settings.
Click Notifications.
Click Add Notification in the top right corner.
Enter the description, type, table and field and then click Add Email.
You will be able to select the new email template you've created from the Email Template dropdown list.
Enter the recipients for this notification and click Save.
Webinar
We also have a recorder webinar that provides further guidance on setting up email template.