Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like contacts, leads, or opportunities. You can use email templates when emailing groups of people—with list email or mass email—or just one person.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: All Editions |
- Standardize Email with Email Templates
Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records. You can create your own, or use templates created by others in your organization. Associate a letterhead to your email template to standardize your branding and increase productivity. - Email Template Allocations Per Edition
See the allocations for email and email templates per edition. - Types of Email Templates
Different email templates types have different features and advantages. Review the table to determine which email template type works best for you: Salesforce Classic, Lightning Experience, or Email Template Builder (created in Lightning Experience). - Select an Email Template When You Compose an Email
When composing an email, use an email template to speed up things and make sure you’re sending the right message. You can use your own email template, or one from your company. - Considerations for Using Content from External Sources in Email Templates
If you copy and paste content from external sources, such as Microsoft Word or a web page, to an email template, you can get strange formatting results. Review these suggestions to avoid the problem. - Email Template Permissions
Enable email template features and manage permissions and access for administrators and end users. - Render HTML Tags in Outlook
You can use HTML tags in Lightning email templates and in templates created with Email Template Builder. Make sure that the content you add appears correctly in emails viewed in Outlook. - Use Merge Fields in Email Templates and Letterheads
A merge field is a placeholder in an email template or letterhead. When you send the email, the placeholder is replaced with the Salesforce data from the record or records of the people you are emailing. When using merge fields, it’s a good idea to understand how they work and what to expect in your merged emails. - Email Templates in Lightning Experience
Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records. - Email Template Builder
The email template builder is a visual tool for creating rich, engaging email templates. - Email Templates in Salesforce Classic
Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records.