---
schema_version: "1"
id: 13833b3ab70ea60d67d5f8ae14e426e9941c7e7ba5617c0cabbb30cffcbb2fe2
title: Considerations for Using Your Classic Email Templates in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/classic_templates_in_lightning_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.classic_templates_in_lightning_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eb2c73a107917dd26880c1d52b407b296f0a534351153183798c561f0c6fef63
description: When using Classic email templates in Lightning Experience, keep these considerations in mind.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Considerations for Using Your Classic Email Templates in Lightning Experience

When using Classic email templates in Lightning Experience, keep these considerations in mind.

### 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>Personal</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

- The Lightning Email action layout must include the EmailTemplate field to display Classic email templates. The field is added by default to all Lightning Email action layouts.
- To edit Classic email templates, use Classic Email Templates in Setup.
- Externally linked CSS files aren’t supported. Although the CSS resource is displayed in the preview section in a Classic email template, most email clients don’t support externally linked CSS files.
- The preview button is available in the email composer only when sending an email for a case.

## Attachments

- When sending an email that includes an email template, attachments from Classic email templates are read only. Download an attachment to verify the content.
- To change the attachments that are part of a Salesforce Classic email template, use Setup.
- You can add an attachment to text, custom HTML, and letterhead email templates.
    
    ![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 The attachment must be in Salesforce Files.
- You can't forward an attachment if:
    - The email is sent or received in Salesforce Classic
    - The email attachment is part of a Classic email template and the email is sent using Lightning email actions

## Merge Fields

- Merge fields in the email template are resolved when the template is inserted, based on the values in the Recipient and Related To fields. If you change the Recipient and Related To values after you insert the template, the email content doesn’t update.
    
    ![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 You don’t need to preview the template to see how it looks after the fields have merged.
- You can’t add, edit, or remove merge fields using the merge field picklist.
- Unresolved merge fields are blanked out when the template is inserted.

## Text Email Templates

- You can edit both the subject and the body.

## Custom HTML Email Templates

The behavior is the same as it is in Salesforce Classic.

- You can’t edit the subject or body, unless you’re using emails in the Case feed.
- You can’t pop out the email composer. The email must remain in docked mode.

## Letterhead Email Templates

The behavior is the same as it is in Salesforce Classic.

- You can edit the subject.
- You can’t edit the header and footer.
- Locked template sections remain locked and can’t be edited.

## Visualforce Email Templates

- The template is read only.
- Templates are sent with their dynamic and static attachments.
- As with other email template attachments, dynamic attachments are in read-only mode and can’t be removed.

#### See Also

- [Email Customers in Lightning Experience](https://help.salesforce.com/s/articleView?id=service.cases_email_lex.htm&type=5&language=en_US)