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            Considerations for Using Your Classic Email Templates in Lightning Experience

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            Considerations for Using Your Classic Email Templates in Lightning Experience

            When using Classic email templates in Lightning Experience, keep these considerations in mind.

            Required Editions

            Available in: Lightning Experience
            Available in: Personal, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            • The Lightning Email action layout must include the EmailTemplate field to display Classic email templates. The field is added by default to all Lightning Email action layouts.
            • To edit Classic email templates, use Classic Email Templates in Setup.
            • Externally linked CSS files aren’t supported. Although the CSS resource is displayed in the preview section in a Classic email template, most email clients don’t support externally linked CSS files.
            • The preview button is available in the email composer only when sending an email for a case.

            Attachments

            • When sending an email that includes an email template, attachments from Classic email templates are read only. Download an attachment to verify the content.
            • To change the attachments that are part of a Salesforce Classic email template, use Setup.
            • You can add an attachment to text, custom HTML, and letterhead email templates.
              Note
              Note The attachment must be in Salesforce Files.
            • You can't forward an attachment if:
              • The email is sent or received in Salesforce Classic
              • The email attachment is part of a Classic email template and the email is sent using Lightning email actions

            Merge Fields

            • Merge fields in the email template are resolved when the template is inserted, based on the values in the Recipient and Related To fields. If you change the Recipient and Related To values after you insert the template, the email content doesn’t update.
              Note
              Note You don’t need to preview the template to see how it looks after the fields have merged.
            • You can’t add, edit, or remove merge fields using the merge field picklist.
            • Unresolved merge fields are blanked out when the template is inserted.

            Text Email Templates

            • You can edit both the subject and the body.

            Custom HTML Email Templates

            The behavior is the same as it is in Salesforce Classic.

            • You can’t edit the subject or body, unless you’re using emails in the Case feed.
            • You can’t pop out the email composer. The email must remain in docked mode.

            Letterhead Email Templates

            The behavior is the same as it is in Salesforce Classic.

            • You can edit the subject.
            • You can’t edit the header and footer.
            • Locked template sections remain locked and can’t be edited.

            Visualforce Email Templates

            • The template is read only.
            • Templates are sent with their dynamic and static attachments.
            • As with other email template attachments, dynamic attachments are in read-only mode and can’t be removed.

            See Also

             
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