HTML Email Templates
Build merged email content in S-Docs when the output should be sent as email, not generated as a file.
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Build merged email content in S-Docs when the output should be sent as email, not generated as a file.
Use this format when the final output should be an email body.
HTML Email Templates let you merge Salesforce data into subject lines, recipients, and message content.
If you need a generated file instead, start with PDF Templates or another document format in Document Formats.
Pick HTML Email Templates when the output should be sent as email.
Pick a document format when the output should be downloaded, attached, or stored as a file.
You want a reusable email body with merge fields.
You need default subject and recipient values.
You want users to send generated documents with a predefined email message.
This format builds email content, not document files.
Email sending behavior depends on your email settings.
Sender, recipient, and domain rules are controlled outside the body content.
How To: Email Editor In Flow
Use email templates and prefilled email values in Salesforce Flow.
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