Use Salesforce Templates in Emails
Access, personalize, and send Salesforce email templates directly from your inbox. Merge contact data, customize as needed, and save time with consistent, pre-approved messages.
Browse Templates
Access your library of Salesforce email templates while composing or replying to emails in Outlook or Gmail.
Merge With Contact Data
Templates automatically pull in personalized fields like name, company, and title from Salesforce.
Edit Before Sending
Customize email templates as needed to tailor your message to the recipient.
Save Time and Effort
Improve consistency and efficiency in communication by using pre-approved templates.
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