---
schema_version: "1"
id: 71d26ccdae87bccff6aa96dbbcf94958d3db5209d438b163a96b7ae18072b2d2
title: Select an Email Template When You Compose an Email
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/email_use_a_template_to_standardize_email.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.email_use_a_template_to_standardize_email.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed17cb8a1e3352bec34f4942338d920bfe7414a4a084794cb1264a72bd888612
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### 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 and Salesforce Classic</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="d171503e82">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d171503e82 ">To send email:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d171503e82 ">Send Email</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d171503e82 ">To send emails or use templates with attachments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d171503e82 ">Access to the file you’re attaching</td>

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

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.

1. Open the record from which you want to send email.
2. Click the **Activity** tab, then click the **Email** tab.
3. 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.
4. 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.

#### See Also

- [Send List Email in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.email_list_email.htm&release=264.0.0&type=5 "List email sends an individual email to each recipient instead of one email to the entire group. Send individual, personalized, emails to recipients on contact and lead lists and members of a campaign. Or, choose individual records on a list or campaign view. Use email templates with merge fields to customize each email. List email is intended to facilitate your business processes, not to replace your email application or handle mass-marketing campaigns.")
- [Send Mass Email in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sales.email_mass.htm&release=264.0.0&type=5 "Send an email to a group of contacts, leads, person accounts, or coworkers.")
- [Create an Email Template in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.email_create_a_template.htm&release=264.0.0&type=5 "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.")
- [_Video_: Send Personalized Emails to a Group (English Only)](https://salesforce.vidyard.com/watch/sxFL8Jnfxk5NgxsGj86NQE)