Step By Step Guide To Using Email Templates in Salesforce
An email template is a pre-formatted email that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like Contacts, Leads, Opportunities, or custom objects. You can use email templates when mass emailing people with List Email or just to send to one person. You can create your own template or use templates created by Admin or your manager.
There are two kinds of email templates in Salesforce:
- Classic Email Templates
- Lightning Email Templates