Field email templates and Intelligent Content presentations
How to build and maintain Life Sciences field email templates (ZIP contents, languages, required attachments, fragments, Mustache variables, email settings) and Intelligent Content presentations (page ZIPs, mandatory and additional-content pages, availability dates, versions, presentation links and Smart Content Search).
Set up Intelligent Content, Presentations, and Field Email templates.
~8 min read · 17 practice questions
What the exam expects
- Package a field email template ZIP correctly, including language files, required attachments and fragments, and predict what a new template version replaces.
- Share fragments for one template or all templates, and write Mustache variables that return the intended values.
- Choose the email setting that controls language filtering or manual address entry.
- Build presentation page ZIPs, apply mandatory and additional-content pages, and set availability dates and versions.
- Configure presentations to be sent as unique email links and make older content searchable with Smart Content Search.
Key terms: Intelligent Content, the Customer Engagement content library of presentations and preapproved email templates; fragment, a reusable HTML content block reps insert into an email body; Mustache variable, a {{...}} placeholder resolved from record data; presentation page, one ZIP or PDF source shown separately in the presentation player; mandatory page, a page users must show at least once per presentation session; presentation link, a unique URL to a presentation on a Digital Experience site.
Key facts
- Detail
- index.html and thumbnail.jpg
- Detail
required__
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- Previous fragments deleted
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- Email Fragment Job
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- Lowercase; lookups show IDs
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- User overrides profile and org default
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- 1 GB or smaller
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- No end-date limit
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- Content Management REST API
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- 7 days
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- Upload new versions
Sources for this section (10)
- Email Template ZIP Fileshelp.salesforce.com (opens in a new tab)
- Manage Template Versionshelp.salesforce.com (opens in a new tab)
- Manage Email Fragmentshelp.salesforce.com (opens in a new tab)
- Supported Attributeshelp.salesforce.com (opens in a new tab)
- Configure Email Settingshelp.salesforce.com (opens in a new tab)
- ZIP Files as Sourceshelp.salesforce.com (opens in a new tab)
- Presentationdeveloper.salesforce.com (opens in a new tab)
- Presentation Versionshelp.salesforce.com (opens in a new tab)
- Configure Presentation Settingshelp.salesforce.com (opens in a new tab)
- Smart Content Searchhelp.salesforce.com (opens in a new tab)
- When reps want to share presentations as attachments instead of links, where is that supported?
- Why would an admin add trusted URLs while setting up presentation links?
- How long are presentation links valid if the admin doesn't change the default?
- When a rep tries to close a presentation before showing its mandatory pages, what does the player do?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Life Sciences Consultant pack
- Core concepts
- Exam traps
- Worked scenario
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