Loading
Sales Productivity
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Use Lightning Email Templates in Microsoft Outlook and Gmail

            You are here:

            1. Salesforce Help
            2. Docs
            3. Seller Productivity

            Use Lightning Email Templates in Microsoft Outlook and Gmail

            Use Lightning email templates with the integration with Microsoft® Outlook® or Gmail™ to save time and maintain consistent messaging to all your customers. When you’re ready to send an email, you can access the templates while composing email messages in your email application. You can also create your own Lightning email template from email messages you craft.

            Required Editions

            Available in: Lightning Experience
            Available with Sales, Service, and Lightning Platform in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create email templates Send Email
            To update email templates Modify All Data or template ownership
            Note
            Note Attachments in email templates, including inline images, aren’t supported in the Outlook and Gmail integrations. If you insert an email template that contains an attachment, the body of the template is inserted in the email. However, the attachment isn’t included.
            1. Create a template in Lightning Experience.
              Tip
              Tip Reps can also save an email they’re composing as a template directly from Outlook and Gmail. However, if they want to include an attachment or image as part of the template, create the template in Salesforce.
            2. In your email application, start composing an email and specify its recipients.
            3. In your email application pane, click Email Template.
            4. To view a list of available Lightning email templates for a record type, such as leads, select the record type.
            5. Select the Lightning template you want to use for the email you’re composing.
            6. After the template appears in the email body, modify the email content as needed.
            7. When you’re done, send your email.
             
            Loading
            Salesforce Help | Article