Salesforce Docs Portal

Edit a Template

Safely update templates from the Template Library.

Required Editions

Available in: Lightning Experience
  1. To access your available templates, click the Compose button, and select Template Library.
    Template Library menu option in the Compose menu
  2. Find the template you want to edit. To unlock a template, you need full access to it.
    Template Library template with "Open Template" highlighted
  3. Click Open Template.
  4. Click the lock icon and unlock the template.
    "Unlock the template locked by user" hovertext
  5. Add your changes to the template.
  6. To prevent accidental changes after you edit, lock the template. After you lock the template, users can create documents from it.