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            Email Templates

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            Email Templates

            Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like contacts, leads, or opportunities. You can use email templates when emailing groups of people—with list email or mass email—or just one person.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic
            Available in: All Editions
            • Standardize Email with Email Templates
              Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records. You can create your own, or use templates created by others in your organization. Associate a letterhead to your email template to standardize your branding and increase productivity.
            • Email Template Allocations Per Edition
              See the allocations for email and email templates per edition.
            • Types of Email Templates
              Different email templates types have different features and advantages. Review the table to determine which email template type works best for you: Salesforce Classic, Lightning Experience, or Email Template Builder (created in Lightning Experience).
            • Select an Email Template When You Compose an Email
              When composing an email, use an email template to speed up things and make sure you’re sending the right message. You can use your own email template, or one from your company.
            • Considerations for Using Content from External Sources in Email Templates
              If you copy and paste content from external sources, such as Microsoft Word or a web page, to an email template, you can get strange formatting results. Review these suggestions to avoid the problem.
            • Email Template Permissions
              Enable email template features and manage permissions and access for administrators and end users.
            • Render HTML Tags in Outlook
              You can use HTML tags in Lightning email templates and in templates created with Email Template Builder. Ensure that these tags appear correctly in Outlook emails.
            • Use Merge Fields in Email Templates and Letterheads
              A merge field is a placeholder in an email template or letterhead. When you send the email, the placeholder is replaced with the Salesforce data from the record or records of the people you are emailing. When using merge fields, it’s a good idea to understand how they work and what to expect in your merged emails.
            • Email Templates in Lightning Experience
              Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records.
            • Email Template Builder
              The email template builder is a visual tool for creating rich, engaging email templates.
            • Email Templates in Salesforce Classic
              Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records.

            See Also

             
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