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.
Required Editions
| Available in: Salesforce Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- 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. - Public and Private Email Templates in Lightning Experience
All users have their own, private, templates and can access templates in public folders. Manage who can create, edit, and delete public email templates in Lightning Experience and Email Template Builder - Folders and Enhanced Sharing in Lightning Experience
Use folders and enhanced sharing to let users decide who can use which email templates. Otherwise, all email templates are public and available to all users. - Enhanced Letterheads in Lightning Experience
A letterhead standardizes the information in the header and footer of an email template. Often, a letterhead shows a company’s logo and contact information. Enhanced letterheads can include rich text, merge fields, images, links, and other styling. To be associated with an enhanced letterhead, the Lightning email template need to use the Handlebars Merge Language. - HTML Tags in Lightning Email Templates
Learn about using HTML tags in Lightning templates. - Use Your Classic Email Templates in Lightning Experience
Leverage all the work and planning that went into your Salesforce Classic email templates by using the same templates in Lightning Experience. You can use your Text, Custom HTML, Letterhead, and Visualforce email templates in Lightning Experience. - Considerations for Using Your Classic Email Templates in Lightning Experience
When using Classic email templates in Lightning Experience, keep these considerations in mind. - Supported File Types for Lightning Email Attachments in Packaging and Change Sets
When a Lightning email template is packaged or added to a change set, only some attachment types can be added. When valid, attachments are added automatically.