In Salesforce Classic, you can create four different types of email templates: text,
HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include
text, merge fields, and attached files.
Required Editions
Available in: Salesforce Classic
Available in: All Editions
Mass email not
available in: Personal, Contact Manager, and Group Editions
HTML and Visualforce email templates not available in: Personal
Edition
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:
HTML with Classic Letterhead - Administrators and users with the “Edit HTML
Templates” permission can create HTML email templates based on a letterhead. Letterheads define the look and feel of your HTML email templates. Your HTML
email templates can inherit the logo, color, and text settings from a letterhead. See
Create HTML Classic Letterhead Email Templates in Salesforce Classic.
Custom HTML - Administrators and users with the “Edit HTML Templates”
permission can create custom HTML email templates without using Classic Letterhead. You must
know HTML or obtain the HTML code to insert in your email template. See Create Custom HTML Email Templates in Salesforce Classic.
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 Create Visualforce Email Templates in Salesforce Classic.
Note Classic 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
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