Edit Email Templates

This guide provides step-by-step instructions on how to edit email templates using Lightning Email Builder on Salesforce. It includes links to additional resources for further guidance.

Lynda En
3 steps
6 seconds

Cascadiareceipting

Salesforce

Permissions & Tips

User Permissions Needed: - Cascadia Receipting User - Access Drag-and-Drop Content Builder

This is for editing an existing email template. Please [go to this article](https://help.cascadiareceipting.com/kb_articles/edit-email-templates/) if you want instructions on how to create a new email template.

Guide

Navigate to Email Templates > Go to the Email Template record that needs to be edited

In your Email Template, click "Edit in Builder"

You should now be in the Email Template Builder tool, and you can make edits to the Email Template.

If you do not know how to use Email Template, then refer to [this link](https://help.salesforce.com/s/articleView?id=sf.email_template_builder_create.htm&language=en_US&type=5) for further instructions on how to edit templates.