Reusable email fragments versus standard Salesforce email templates
Key Takeaway
A fragment is a preapproved block that sales reps select inside a field email template. A standard Salesforce email template standardizes the whole message instead. Creating a fragment doesn't give sales reps access, so you must also share it.
Life Sciences Cloud has its own field email templates, which admins manage in the Admin Console and distribute by product and territory. A field email template can contain fragments, which are reusable, preapproved HTML blocks that sales reps insert into the email body. Standard Salesforce email templates are a separate core platform feature that standardizes whole messages with merge fields and letterheads. The two standardize different things: a fragment is a piece inside an email, while a standard template is the whole message.
Field email templates and fragments
A field email template can contain fragments. The template is the email. Each fragment is a selectable piece inside it. For example, a fragment can hold a preapproved product blurb, such as key benefits or usage instructions.
An admin sets up a field email template called "Clinic Follow-Up" for an allergy product. The template includes a fragment named Storage_Tips, which holds a preapproved paragraph about storing the product. Sales rep Marco opens the template to write to a clinic. He selects Storage_Tips, and its HTML block appears in the email body. Marco didn't write that paragraph himself, so the clinic gets the approved wording.