Gain Speed and Consistency with Email Templates

Whether it’s writing to prospects or customers, sales reps craft emails quicker with email templates. In Salesforce, reps can create email templates that address different business needs. When they’re ready to send an email, reps pull up the template in their email application pane, and tweak the content as needed. Using templates with integration to Microsoft® Outlook® and Gmail™ also ensures consistent messaging from your team to your customers.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available with Sales, Service, and Lightning Platform in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Tip Reps can also save an email they’re composing as a template directly from Outlook and Gmail. However, if they want to include an attachment or image as part of the template, create the template in Salesforce.

• Use Lightning Email Templates in Microsoft Outlook and Gmail
  Use Lightning email templates with the integration with Microsoft® Outlook® or Gmail™ to save time and maintain consistent messaging to all your customers. When you’re ready to send an email, you can access the templates while composing email messages. You can also create your own Lightning email template from email messages that you craft.
• Use Salesforce Classic Email Templates in Microsoft Outlook and Gmail
  Save your reps time and maintain consistent messaging for customers. Email templates in Salesforce Classic are available to reps using the Outlook and Gmail integrations. Reps can further boost productivity by accessing shared Classic templates from their email application. To let your reps include Salesforce records in the email messages, add merge fields to the templates.