Merge Fields and Templates in Emails

Merge Fields

Nearly all standard and custom fields are available as merge fields.

In the email composer, click the merge field button to see the merge field picker. Select a merge field and click Insert.

Click the Template button and select Save as new template... to save your email as an email template you can use in the future.

• Fields about the related record, such as Account, Contact, Opportunity, Lead, Campaign, Case, User, and custom objects
• Fields about the primary recipient, such as the lead, contact, or person account
  

  Note In Lightning Experience, you can use person account merge fields. Use the HML format {{{Account.field}}}

  In Salesforce Classic, use the format {!Account.<field>}..

Some fields aren’t available to individual users because of field-level security settings.

Note In Summer ‘18, we introduced the Handlebars Merge Language (HML) for email templates in Lightning Experience.

If your email template has merge fields with three curly braces ({{{), you’re using an HML email template. If the merge fields have one curly brace ({), or an exclamation mark (!), you’re using a SML (Salesforce Merge Language) email template.

Lightning templates created since Summer ‘18 are HML email templates.

Email Templates

• In Lightning Experience, you can use email templates created in Salesforce Classic: Text, Custom HTML, HTML with Letterhead, and Visualforce email templates.
• Email templates created in Lightning Experience can’t be used in Salesforce Classic.
• Lightning email templates with the Related To field set to Account, Opportunity, and other standard or custom objects are available for that object only.

  Global email templates, with a blank Related To field or a Related To set to Lead or Contact, can be used from any record.

• You can edit public email templates that you own. If you have the Manage Public Lightning Email Templates permission, you can edit any public template.