How to Create Lightning Email Templates in Salesforce (2025 Guide)

📩 Design powerful, personalized, and reusable email templates using Salesforce Lightning Builder.

Learn how to create and use Lightning Email Templates in Salesforce using drag-and-drop builder with screenshots, merge fields, and best practices.

🧠 Introduction

Sending emails directly from Salesforce? Don’t settle for plain text. Lightning Email Templates allow you to send professional, personalized, and consistent emails using a drag-and-drop builder.

Whether you’re in sales, service, or marketing — this guide walks you step-by-step through creating Lightning Email Templates.

🚀 Step 1: Enable Lightning Email Templates

Before creating templates:

1. Go to Setup
2. Search Lightning Email Templates in the Quick Find box
3. Enable:
   • Folders and Enhanced Sharing
   • Drag-and-drop Content Builder (via Permission Set)

🔒 Assign Permission Set:

• Go to Setup > Permission Sets
• Create a new permission set (e.g., Email Template Builder Access)
• Enable: Access drag-and-drop content builder
• Assign it to the users who need to build templates

✍️ Step 2: Create a New Lightning Email Template

1. Open the App Launcher (grid icon)
2. Search for Email Templates
3. Click New Email Template
4. Fill in:
   • Template Name
   • Description
   • Related Entity Type (e.g., Contact, Opportunity)
   • Choose a Folder

🎨 Step 3: Use the Drag-and-Drop Builder

1. After saving the template → Click Edit in Builder
2. Use components like:
   • Rich Text – for your main message
   • Images – to include banners, logos
   • Buttons – to add call-to-action
   • HTML – for custom styles

🖼️ Example Screenshot (insert below):

🧩 Step 4: Add Merge Fields (Personalization)

Make your emails dynamic!

1. Click in the Rich Text box
2. Choose Merge Field
3. Select fields from the related object (e.g., {!Contact.FirstName})

This inserts data directly from the record into the email.

👀 Step 5: Preview & Send Test

Before using it live:

• Click Preview to check layout
• Click Send Test and Verify Merge Fields
  • Select a record (e.g., a Contact)
  • Enter your email → hit Send

✅ This ensures that merge fields and design appear correctly.

✅ Step 6: Save & Activate the Template

Once finalized:

• Click Save
• Click Activate to make it available to users
• Now, your team can select this email while sending emails from Salesforce

🌟 Best Practices for Lightning Email Templates

📺 Video Tutorial

🎯 Final Thoughts

With Lightning Email Templates, your Salesforce users can send personalized, professional emails in seconds — without copy-pasting or formatting every time. Mastering this tool will save your team hours and improve communication consistency.