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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.

Required Editions

Available in: Lightning Experience
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, including inline images, 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 template in Lightning Experience.
    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. To view a list of available Lightning email templates for a record type, such as leads, select the record type.
  5. Select the Lightning template that you want to use for the email you’re composing.
  6. After the template appears in the email body, modify the email content as needed.
  7. When you’re done, send your email.

See Also