Overview: Email templates

You can create email templates to set default text and formatting for emails that you send most often. You can customize the templates by inserting merge tags for standard fields, such as Account Name, Salutation, Contact Name, and more. The process for creating email templates depends on your Salesforce experience. Select your Salesforce experience for further details.

Corporate administrators can create email templates for all properties in an organization. In the Salesforce Classic experience, you can use the step-by-step wizard in Setup to create the email templates. To access this wizard, do the following:

  1. Click Setup in the top-right corner.
  2. In the Quick Find search box, enter 'Email templates.'
  3. Select Classic Email Templates.
  4. Follow the step-by-step wizard to complete your email template.

In the Salesforce Lightning experience, email templates can be created from any email window.

  1. In a new email window, insert merge fields and enter any text for your template.
  2. Click Insert, create, or update template (Icon of email templates).
  3. Click Save as new template.
  4. Enter the Template Nameand Description, and select a folder to save the template in.

For information on creating email templates, see Salesforce Help.