Overview: Email templates

Email templates save you time by providing default text and formatting for different types of emails you send again and again. Using the step-by-step wizard, you can create email templates quickly and easily. You can also customize the templates by inserting merge tags for standard fields, such as Account Name, Salutation, Contact Name, and so forth.

Email templates can also be attached to workflows so that emails are automatically sent to the appropriate users or contacts.

Corporate administrators have rights to create email templates for the properties in an organization. Email templates are managed using the Communication Templates area of Setup. To access this area, do the following:

  1. Click Setup in the top-right corner.
  2. In the Quick Find search box, start typing "Email templates" but do not hit Enter.
  3. Select the correct Email Templates link, based on which Salesforce experience you are using.

For information on creating email templates, please refer to Salesforce.com Help.