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.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To send email: | Send Email |
| To send emails or use templates with attachments: | Access to the file you’re attaching |
If you select an email template that has attached files, you need file access to include them in emails you send from that template. If you need file access, we let you know.
- Open the record from which you want to send email.
- Click the Activity tab, then click the Email tab.
-
To insert a template, click the Templates icon. Select the template
you want and its contents appear.
In Lightning Experience, you can choose a Lightning email template that’s global—where the template’s related entity type is contact, lead, or nothing—or one that belongs to the category you chose in the email’s Related To field—such as account or opportunity. Choose an email template’s related entity type when you create the template from the Email Template page.
Your email template can also include a letterhead. You’ll see the letterhead after you insert the template.
- Edit your email as needed, then preview and send.
Some things are different when you use email templates in the cases email composer.
- Save and Save As aren’t available.
- When you insert another template, it doesn’t replace the existing content.