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.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

To create an email template in Salesforce, use one of these options.

  • Email Template Builder
  • Classic email templates
  • Lightning email templates
3 kinds of email templates
Note
Note Salesforce email templates can’t be used in the Salesforce Mobile App.