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Email template ZIP files and dynamic content capabilities

Key Takeaway

An email template is a ZIP file that needs index.html and thumbnail.jpg. Inside index.html, Mustache variables such as {{recipient.name}} and classes such as LSC_EmailFragments add the dynamic parts.

Life Sciences Customer Engagement email templates let field users send personalized, predefined emails to healthcare professionals (HCPs). An admin packages each template as a ZIP file that holds the HTML, a preview image, and optional attachments and fragments. Inside the HTML, Mustache variables fill in data such as the recipient's name. Special classes add parts that users complete or choose before sending: regions to fill in, fragments to pick and presentation links.

What goes in the ZIP file

Admins build email templates outside Salesforce as ZIP files. Uploading a ZIP file to Life Sciences Customer Engagement creates the template and shares it with field users.

Every ZIP file needs two items, and each must have an exact name. The ZIP file can also include two optional folders, and their names must also be exact.

ItemExact nameRequired or optionalWhat it holds
HTML fileindex.htmlRequiredThe content Salesforce inserts into the email body
Preview imagethumbnail.jpgRequiredA JPG preview image
Attachments folderattachmentsOptionalEmail attachments
Fragments folderfragmentsOptionalReusable HTML content blocks

The thumbnail must be a JPG no larger than 2.97 MB. The optimal resolution is 220x280 pixels.

To send one template in several languages based on the recipient's language, add one extra index file per language. Name each extra file with an ISO code suffix, such as index_en_US.html or index_fr.html. ISO codes are case-sensitive, so a suffix with the wrong case does not match.

Agentforce Life Sciences Consultant Study Guide

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