Published at: 2026-09-17
Email template overview
Learn about the business value, applicable objects, and automation integration capabilities of custom Email Templates.
Business value
By creating tailored Email Templates for different business objects, enterprises can unify and standardize outbound business communications. The built-in rich-text editor supports flexible page layout adjustments and dynamic field population. This not only reduces daily operational and communication costs for employees, but also enhances the corporate image and improves business conversion rates. Additionally, by combining Email Templates with Workflow, Approval workflows, and smart forms, enterprises can easily build end-to-end automated marketing and business notification processes.
Applicable business objects
Email Templates support the following standard business objects and all custom objects:
- Pre-sales and mid-sales: Lead, Account, Contact, Opportunity, Campaign
- Transactions and finance: Sales Order, Payment, Payment Detail, Refund, Return Order, Invoice Request, Price Book, Contract
- Products and services: Work Order, Product, Product (SKU), Specification, Specification Value
- Custom extensions: All PaaS objects created by the enterprise
Interface overview
