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.
Required Editions
Available in: Salesforce Lightning Experience
Available in: Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Create an Email Template in Lightning Experience Use email templates to save time and standardize email that you or others in your organization send. Templates you create are automatically private, but you can make them available for use by others in your organization.
Public and Private Email Templates in Lightning Experience All users have their own, private, templates and can access templates in public folders. Manage who can create, edit, and delete public email templates in Lightning Experience and Email Template Builder
Folders and Enhanced Sharing in Lightning Experience Use folders and enhanced sharing to let users decide who can use which email templates. Otherwise, all email templates are public and available to all users.
Enhanced Letterheads in Lightning Experience A letterhead standardizes the information in the header and footer of an email template. Often, a letterhead shows a company’s logo and contact information. Enhanced letterheads can include rich text, merge fields, images, links, and other styling. To be associated with an enhanced letterhead, the Lightning email template must use the Handlebars Merge Language.
Use Your Classic Email Templates in Lightning Experience Leverage all the work and planning that went into your Salesforce Classic email templates by using the same templates in Lightning Experience. You can use your Text, Custom HTML, Letterhead, and Visualforce email templates in Lightning Experience.
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