| Available in: All Editions except Database.com Mass email not available in: Personal, Contact Manager, and Group Editions
HTML and Visualforce email templates not available in: Personal Edition
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| To create or change HTML email templates: | “Edit HTML Templates” |
| To create or change Visualforce email templates: | “Customize Application” |
| To create or change public email template folders: | “Manage Public Templates” |
You can create four different types of email templates:
- Text - All users can create or change text email templates. See Creating Text Email Templates.
- HTML with letterhead - Administrators and users with the “Edit HTML Templates” permission can create HTML email templates based on a letterhead. See Creating HTML Email Templates.
- Custom HTML - Administrators and users with the “Edit HTML Templates” permission can create custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template. See Creating Custom HTML Email Templates.
- Visualforce - Administrators and developers can create templates using Visualforce. Visualforce email templates allow for advanced merging with a recipient's data, where the content of a template can contain information from multiple records. See Creating Visualforce Email Templates.
All of these email templates can include text, merge fields, and attached files. You can also include images on your HTML and Visualforce templates. You can use email templates when you send an email from the Activity History related list of a record. Text and HTML templates can also be used when you send mass email. A button to check the spelling of your template is available for text templates and Visualforce templates without HTML tags.
Note
You can’t send a mass email using a Visualforce email template.To access your email templates, do one of the following:
- If you have permission to edit public templates, from Setup, click .
- If you don’t have permission to edit public templates, at the top of any Salesforce page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings—whichever one appears. Then from the left side of the page, click .
- Click on the name of any email template to go to the Viewing Email Templates page.
- To edit or delete a template, click Edit or Del next to the template name in the list.
- Click New Template to create any type of email template.
Note
Email templates used in the following features must be both public and active:
- Web-to-Lead
- Web-to-Case
- Email-to-Case or On-Demand Email-to-Case
- Assignment rules
- Escalation rules
- Auto-response rules