A sales rep at Ridgeline Supply was retyping the same order follow-up email on every Opportunity, and she kept pasting the wrong amount from the last deal. She wanted one email she could insert in two clicks, with the customer name, the deal, the stage and the total filled in for her.
The answer is a Lightning email template with Opportunity merge fields, saved in a public folder. I built it in our Developer Edition org on Winter ’27, inserted it on a real Opportunity and checked the preview. The build takes about 15 minutes.
By the end you will be able to create an email template in Salesforce,