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:
- Open a record, such as an opportunity or account, that offers email.
- Click the Activity tab, then click the Email tab.
- 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.
- Compose the email to use as your template, or select an existing email template.
- Add any attachments you want in the template.
- Click the Merge icon and use the merge picker to insert merge fields.
- Click the Templates icon and then save the email template as new.
From the Email Templates page:
- Click New.
- Compose the email to use as your template.
- 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.
- Click the Merge icon and use the merge picker to insert merge fields.
- 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.
- Click Save.