How to Export Email Templates in Salesforce?

Published: May 12 2026

Last Updated: May 12 2026

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Email Templates are a critical part of every Salesforce org — powering customer communication, workflows, approvals, onboarding journeys, and automated notifications. But when admins need to manage templates in bulk, Salesforce quickly becomes limiting.

Consider these common admin challenges:

  • Need to export multiple Email Templates for backup?
  • Want to document templates before a deployment?
  • Migrating templates between Sandbox and Production?
  • Trying to audit or review template content at scale?

Salesforce standard functionality does not provide an efficient way to handle these operations in bulk.

Admins are often forced to:

  • Open templates one at a time
  • Copy content manually
  • Review folders individually
  • Download information separately
  • Spend hours on repetitive administrative work

For organizations managing dozens or even hundreds of Email Templates, this process becomes time-consuming and difficult to maintain.

That’s where BOFC (Bulk Object Field Creator) simplifies the entire process.

BOFC enables Salesforce admins to export multiple Classic or Lightning Email Templates in just a few clicks — directly from within Salesforce — eliminating repetitive manual work and significantly improving admin productivity.

Steps to Export Email Templates Using BOFC

Step 1. Open the BOFC Home > Click “Export Email Templates”

Clone Email Templates

Step 2. It will open the below screen to Export Email Templates. Select type of template as Classic or Lightning.

manage email template

Step 3. Once the template type is selected, it will load all the folders of the templates for the selected type.

save lightning template type

Step 4. Select the name of the folder and it will automatically load all the email templates. Select single or multiple templates (by pressing CTRL). Once ready, click on “Export” button to initiate the process.

export email template

Step 5. Once the “Export” button is clicked, it will download doc files with information related to each template.

Here is the sample result file downloaded:

Sample report

Common Challenges with Native Salesforce Email Template Management

Without automation tools, Salesforce admins typically struggle with:

  • Opening templates one by one
  • Manual copy-paste operations
  • No native bulk export functionality
  • Increased deployment risk
  • Time-consuming audits
  • Difficulty maintaining backups

BOFC removes these limitations through simple bulk operations.

Final Thoughts

Exporting Email Templates manually in Salesforce can become a major operational bottleneck, especially for organizations managing multiple environments and large template libraries.

Using BOFC admins can export multiple Email Templates quickly, reduce manual effort, and improve overall Salesforce productivity.

If your Salesforce team regularly manages large numbers of Email Templates, BOFC can significantly streamline your workflow while improving governance and deployment readiness.

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