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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.

Required Editions

Available in: Salesforce Classic
Available with Sales, Service, and Lightning Platform in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create email templates Send Email
To update email templates Modify All Data or template ownership
Note
Note Attachments in email templates aren’t supported in the Outlook and Gmail integrations. If you insert an email template that contains an attachment, the body of the template is inserted in the email. However, the attachment isn’t included.
  1. Create a Salesforce Classic template in text, HTML, or custom format.
    Tip
    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.
  2. In your email application, start composing an email and specify its recipients.
  3. In your email application pane, click Email Template.
  4. Select the Classic template you want to use for the email you’re composing.
  5. After the template appears in the email body, modify the email content as needed.
  6. When you’re done, send your email.

See Also