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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).
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
The evolution of email templates gives you with three types of email templates. You can continue to use a template type that you frequently access. When your company is ready to update its content, then consider changing to a newer template type.
Note You can use all three email template types within an org.
| Salesforce Classic | Lightning Experience | Email Template Builder (created in Lightning Experience) | |
|---|---|---|---|
| Available in | Salesforce Classic | Lightning Experience | Lightning Experience Account Engagement |
| Create in | Salesforce Classic Lightning Experience (in Setup) |
Lightning Experience | Lightning Experience |
| Letterhead | Classic Letterhead Only | Enhanced Letterhead Only | No letterhead |
| Merge Language | Salesforce Merge Language (SML) Only | Handlebars Merge Language (HML) SML (before Summer ‘18 only) |
HML Only |
| Visualforce |
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Can be used, but not edited | No |
| Packageable |
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| Change Sets |
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| Header |
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No |
| Footer |
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No |
| Use in Account Engagement? | No | No |
|
| Drag and Drop | No | No |
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| List Email? |
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| Sales Engagement Email? | No |
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| Workflows and Automation? |
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| Folders | Classic Folders | Enhanced Folders | Enhanced Folders |
| Email Templates Home? | No |
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