Create email templates to save time and standardize email sent by you or others in your organization. Use merge fields if you need them. Your page layout and field-level security settings determine which fields are available for merging. Templates you create are automatically public: they’re available for use by others in your organization.

From the email composer:

1. Open a record, such as an opportunity or account, that offers email.
2. Click the Activity tab, then click the Email tab.
3. If you want, select a record in the Related To field. The kind of record you choose affects which merge fields are available in the merge picker.
4. Compose the email to use as your template, or select an existing email template.
5. Add any attachments you want in the template.
6. Click the Merge icon and use the merge picker to insert merge fields.
7. Click the Templates icon and then save the email template as new.

From the Email Templates page:

1. Click New.
2. Compose the email to use as your template.
3. If you want, select an item from the Related Entity Type dropdown list.

   Based on the selection, the email template can be chosen only when the email you are composing has a corresponding Related To record.

4. Click the Merge icon and use the merge picker to insert merge fields.
5. Click the Source icon to add HTML code. If you want to navigate to the record or other Salesforce pages as you work, pop out the composer window.
6. Click Save.