---
schema_version: "1"
id: e74f75d3dc081d9964f1fd0fcc2fb3002d3130afd2b6570f1d22331aae4050c9
title: Create an Email Template in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/email_create_a_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.email_create_a_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 307dc28a0903187d1833b936957e9d9ddf58cc0c73d375074d8f7e89eea7c5cb
description: Use email templates to save time and standardize email that you or others in your organization send. Templates you create are automatically private, but you can make them available for use by others in your organization.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Create an Email Template in Lightning Experience

Use email templates to save time and standardize email that you or others in your organization send. Templates you create are automatically private, but you can make them available for use by others in your organization.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d116788e82">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d116788e82 ">To create and send email templates: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d116788e82 ">Lightning Experience User</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d116788e82 ">To attach files to emails or email templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d116788e82 ">
              <p>Lightning Experience User</p>
              <p>AND</p>
              <p>Access to the file you’re attaching</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Edit rights to the email or the email template’s folder</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d116788e82 ">To delete email templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d116788e82 ">
              <p>Modify All Data, template ownership, or Edit rights to the email template
                folder</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">If the template is in a public folder: Manage Public Lightning
                Email Templates permission </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d116788e82 ">To update email templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d116788e82 ">
              <p>For public email templates: Modify All Data, Manage Public Lightning Email
                Templates permission, or template ownership</p>
              <p>For email templates in an Enhanced
                folder: Modify All data, Edit access to the folder, or template
                ownership</p>
              <p style="margin-bottom:0;">For private email templates: Modify All Data or template
                ownership</p>
            </td>

          </tr>
        </tbody>
      </table>

To create an email template using Email Template Builder instead of from the email composer or the email templates page, see [.](https://help.salesforce.com/s/articleView?id=sales.email_template_builder_create.htm&release=264.0.0&type=5 "Use email templates to save time and standardize email sent by you or others in your organization.")

![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 If you’re using a free org, such as a Developer org, you can have up to 500 email templates, of any kind, in that org.

If you’re using Service, the [Service Setup Assistant](https://help.salesforce.com/articleView?id=service.console_lex_service_setup.htm&language=en_US) provides you with basic email templates and sets up case notifications that email the case contact when a case is created, updated, assigned, and closed.

1. From the email composer, open a record, such as an opportunity or account, that offers email.
2. Click the **Activity** tab, then click the **Email** tab.
3. If you want, select an entity in the **Related To** field. The kind of record you choose affects which merge fields are available in the merge picker. If you select Contact or Lead, or leave the field blank, the template is a global template. A global template can use global merge fields only.
4. Compose the email to use as your template, or select an existing email template. Quick text works with the Salesforce Merge Language (SML) used in Salesforce Classic email templates and Lightning email templates created before Summer ’18. It doesn’t work with the Handlebars Merge Language (HML) used in Lightning email templates.
5. Add a subject. To include merge fields, type them in manually.
6. Add any images you want in the template. Use the **Insert Images** icon or copy and paste the image.
7. Click the **Merge** icon and use the merge picker to insert merge fields.
8. Click the **Source** icon to add HTML code. If you want to navigate to the record or other Salesforce pages as you work, pop out the composer window. Some email clients don’t respect the `<style>` tag, so use inline styles to format text.
9. Add any attachments you want in the template. After a template is saved, any content document links (Salesforce file links) are converted to content asset links. If an email template has an attachment, you can’t use **Save** or **Save As** to make a copy of it from the email composer.
10. Click the **Merge** icon and use the merge picker to insert merge fields.
11. Click the **Templates** icon and then save the email template as new. To associate an enhanced letterhead with the email template, edit the existing template from the Email Templates page. From the Enhanced Letterhead dropdown list, select a letterhead.

## Create a Template from the Email Templates Page

![Lightning email template](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/sales_users_email/2_Lightning_Email_Template.png)

1. On the Email Templates page, click **New Email Template**.
2. Enter the template’s name and add a subject.
    
    To include merge fields in the subject, type them manually.
3. To limit the email template’s availability to a specific Related To record, select an item from the **Related Entity Type** dropdown list.
4. To include a letterhead in the email, select a letterhead from the **Enhanced Letterhead** dropdown list.
5. Compose the email template in the HTML Value area. Use the icons to establish styling, include source code, and to add images and attachments. Use the **Merge** in the lower corner to insert merge fields.
    
    You can also choose to save the template record details and then edit the details of the email body after saving.
6. Save your changes.

When you clone a template, or choose Save As while editing a template in an email composer, the associated letterhead is saved with the new template.

#### See Also

- [Create and Edit Email Templates in Email Template Builder](https://help.salesforce.com/s/articleView?id=sales.email_template_builder_create.htm&release=264.0.0&type=5 "Use email templates to save time and standardize email sent by you or others in your organization.")
- [Email Customers in Lightning Experience](https://help.salesforce.com/s/articleView?id=service.cases_email_lex.htm&type=5&language=en_US)
- [Convert a Lightning Email Template from SML to HML](https://help.salesforce.com/s/articleView?id=sales.email_template_convert_from_sml_to_hml.htm&release=264.0.0&type=5 "Take advantage of the Handlebars Merge Language (HML), which is more flexible than the Salesforce Merge Language (SML), by converting existing Lightning email templates.")
- [Considerations for Setting Up Sales Engagement](https://help.salesforce.com/s/articleView?id=sales.hvs_considerations.htm&release=264.0.0&type=5 "Before setting up Sales Engagement, consider these requirements, limitations, and nuances for each feature.")