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.
Required Editions
Available in: Lightning Experience and Salesforce Classic
Available in: Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
User Permissions Needed
To send email:
Send Email
To send emails or use templates with attachments:
Access to the file you’re attaching
If you select an email template that has attached files, you need file access to include them
in emails you send from that template. If you need file access, we let you know.
Open the record from which you want to send email.
Click the Activity tab, then click the Email
tab.
To insert a template, click the Templates icon. Select the template
you want and its contents appear.
In Lightning Experience, you can choose a Lightning email template that’s
global—where the template’s related entity type is contact, lead, or nothing—or
one that belongs to the category you chose in the email’s Related To field—such as
account or opportunity. Choose an email template’s related entity type when you create the
template from the Email Template page.
Your email template can also include a letterhead.
You’ll see the letterhead after you insert the template.
Edit your email as needed, then preview and send.
Some things are different when you use email templates in the cases email composer.
Save and Save As aren’t available.
When you insert another template, it doesn’t replace the existing content.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
