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Clone Email Templates in Salesforce Classic
Cloning, or copying, an email template lets you use an existing email template as the basis for another template.
Required Editions
| User Permissions Needed | |
|---|---|
| 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 Classic Email Templates |
Note If you’re using a free org, you can have up to 500
email templates, of any kind, in that org.
Cloning an email template involves saving an existing email template with a new name.
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Choose one of these options.
- If you have permission to edit public templates, from Setup, enter Email Templates in the Quick Find box, then select Classic Email Templates.
- If you don’t have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
- Click the name of an email template in the list.
- Click Clone.
- Choose a folder in which to store the template.
- To make the template available for use, select the Available For Use checkbox.
- Enter an email template name.
- Enter a description for the template. Both the template name and the description are for your internal use only.
- Click Save.
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