Salesforce Docs Portal

Customize the One-Time Password Email Template

You can customize the email that you send to external users to verify their identity with a one-time password (OTP). The email includes a verification code that users enter to prove their identity. Control how you communicate with your customers and partners by rewording the email that comes with the verification code.

Required Editions

Available in: Experience Builder sites
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To customize or publish an Experience Cloud site:
  • Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site

    OR

  • View Setup and Configuration AND be a member of the site AND have appropriate role-based site access

Salesforce sends out an email with an OTP for email verifications in these scenarios.

  • Headful passwordless login—Set up a login page for your Experience Cloud site that allows users to log in with their email address. You create a passwordless login page from your site’s Login & Registration page. See Brand Your Identity Experience.
  • Headless passwordless login—Allow users to log in to your off-platform app with an email address or phone number.

Salesforce also sends an email with a one-time password for device activation email verifications. To customize this notification, see Device Activation Email Template.

The one-time password email template is available to Experience Builder sites as of Winter ’19.

  1. From Setup, enter All in the Quick Find box, and select All Experiences. Next to your site, click Workspaces.
  2. Select Administration, and then select Emails.
  3. Under Email Templates, click lookup magnifying glass next to One-Time Password, and select Experience Cloud: One-Time Password Email.
  4. Click Save.

    Your site is set up to send verification code notifications to users.

  5. To customize the notification, edit the email template.
    1. From Setup, enter Email Templates in the Quick Find box, and select Classic Email Templates.
    2. Next to Experiences: One-Time Password Email, select Edit.
    3. Edit the text in the email body.
      Important
      Important Don’t remove {!Verification_Code}.
    4. (Optional) In the email body, insert merge fields listed under Available Merge Field. To get the merge field value, select a field type, and then select a field. Copy and paste the merge field value into the email body.
      For example, from the Field Type dropdown, select Network Member Fields, and then select Site Name. The Merge Field Value displays {!Community.Name}.
    5. Click Save.

You can also use Visualforce to create a custom OTP email template using the $Network global merge field type.