---
schema_version: "1"
id: caa37f49a57d95496a5a79538814fb6da87e69abe692408df9dcca5761175908
title: Merge Fields and Templates in Emails
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/access_sharing_merge_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.access_sharing_merge_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 85e970878a53a7b72e486224c764f27deee708902dfb284495c669b0267b7952
description: Use merge fields and email templates in your emails to increase accuracy and productivity.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Merge Fields and Templates in Emails

Use merge fields and email templates in your emails to increase accuracy and productivity.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

## Merge Fields

Nearly all standard and custom fields are available as merge fields.

In the email composer, click the merge field button to see the merge field picker. Select a merge field and click **Insert**.

Click the **Template** button and select **Save as new template...** to save your email as an email template you can use in the future.

- Fields about the related record, such as Account, Contact, Opportunity, Lead, Campaign, Case, User, and custom objects
- Fields about the primary recipient, such as the lead, contact, or person account
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)
    
    Note In Lightning Experience, you can use person account merge fields. Use the HML format {{{Account.field}}}
    
    In Salesforce Classic, use the format {!Account.<field>}..

Some fields aren’t available to individual users because of field-level security settings.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note In Summer ‘18, we introduced the Handlebars Merge Language (HML) for email templates in Lightning Experience.

If your email template has merge fields with three curly braces ({{{), you’re using an HML email template. If the merge fields have one curly brace ({), or an exclamation mark (!), you’re using a SML (Salesforce Merge Language) email template.

Lightning templates created since Summer ‘18 are HML email templates.

## Email Templates

- In Lightning Experience, you can use email templates created in Salesforce Classic: Text, Custom HTML, HTML with Letterhead, and Visualforce email templates.
- Email templates created in Lightning Experience can’t be used in Salesforce Classic.
- Lightning email templates with the Related To field set to Account, Opportunity, and other standard or custom objects are available for that object only.
    
    Global email templates, with a blank Related To field or a Related To set to Lead or Contact, can be used from any record.
- You can edit public email templates that you own. If you have the Manage Public Lightning Email Templates permission, you can edit any public template.