Use Merge Fields in Email Templates (Lightning)

Merge fields are placeholders in an email that is replaced with the Salesforce data when the email is sent. Utilize merge fields to personalize emails that are sent from a template in order to make the process of sending individualized emails simpler and faster. 

Create Lightning Email Templates in Salesforce Essentials:

1. Navigate to the App Launcher (9 dots in left corner)
2. Search for "Email Templates"
3. Select Email Templates from the list
4. Create a new template by selecting "New Email Template" in the top-right corner

When building the body of the email, you can use the merge field picker to insert merge fields. This is a button at the bottom right of the text area. Look for the { } symbol to access the merge field picker. (It is not possible to use merge field picker on the subject of the email template.)

When the merge field picker is open, it is possible to select merge fields that would describe the recipient, sender, or organization. The field selected from the picker aligns with the data in the Salesforce record. 

• Recipient: Person receiving the email
• Sender: Person sending the email
• Organization: Company sending the email (Your company's Salesforce Org information)

From the list, select the field you would like to include in the body of the email, and draft the rest of your email as usual. The inserted merge fields are indicated by three curly brackets on either side of the merge language {{{ }}}. 

If you don't see the fields that you want to use in the field picker, check the Related Entity Type. If no related entity is selected, only Recipient, Sender, and Organization merge fields are available. Please see Create an Email Template in Lightning Experience for the details. 

See Also: 

Configure Email Templates for Brand Consistency
Use the Handlebars Merge Language in Lightning Email Templates, Enhanced Letterhead, and Email Template Builder
Send Email from a Record in Lightning Experience