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Create Classic Letterheads for Email Templates

Create Classic letterheads as the basis for a consistent look for your HTML email templates. Make letterheads available organization-wide so other users can use them in their email templates.

Required Editions

Available in: Salesforce Classic
Available in: All Editions, except Personal
User Permissions Needed
To create or change letterheads: Manage Letterheads

A letterhead consists of properties and details. The properties are only visible inside your organization and help users identify a letterhead. The details are applied to an email when using that letterhead. Use the same wizard to set both the properties and the details.

To create an HTML email template that contains the settings in your letterhead, see Create HTML Classic Letterhead Email Templates in Salesforce Classic.

Tip
Tip Before you get started, upload the logo image to the Documents tab in Salesforce Classic. Mark the document as an Externally Available Image so it’s visible to non-Salesforce users in the email. For more information, see Upload and Replace Items on the Documents Tab in Salesforce Help.
  1. From Setup, enter Classic Letterheads in the Quick Find box, then select Classic Letterheads.
  2. Click Next if an introductory page appears.
  3. Click New Letterhead.
    • To view a letterhead, select the name from the list.
    • To edit a letterhead, click the name from the list and select one of the edit options: Edit Properties or Edit Letterhead.
    • To delete a letterhead, click Del next to the name. You can’t delete a letterhead that’s in use by any HTML email templates.
  4. Specify letterhead properties.
    1. Check Available For Use if you want users to be able to use the new letterhead immediately.
    2. Enter a Letterhead Label. The label is used to refer to the letterhead on user interface pages.
    3. If necessary, change the Letterhead Unique Name. This name is used to refer to the component when using the Lightning Platform API. In managed packages, this unique name prevents naming conflicts on package installations. A developer can change certain components’ names in a managed package and the changes are reflected in a subscriber’s organization. This name can contain only underscores and alphanumeric characters, and must be unique. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
    4. Enter a description for this letterhead. The name and description fields are for internal use only, to describe the letterhead to other users.
    5. Save your changes. The letterhead detail page appears.
  5. Set the attributes for the letterhead.
    1. Click Edit Background Color, and enter a color for the background of your letterhead. Click the color picker button to select a color.
    2. Click Edit Header Properties, and select the color, alignment, and height for the top section of the letterhead.
    3. Click Select Logo to include an image of your company logo in the top or bottom section of the letterhead.

      To select an image, select a folder, and click the document name to attach the document. Alternatively, click Search in Documents, and enter the file name to search for documents by name.

    4. Click Edit Top Line, and enter a color and height for a horizontal line to include beneath the header. Click the color picker button to choose a color.
    5. Click Edit Body Colors, and enter the background color for the main body of your letterhead.
    6. Click Edit Middle Line, and enter a color and height for the middle border in your letterhead. Click the color picker button to select a color.
    7. Click Edit Footer Properties, and select a color, alignment, and height for the bottom section of the letterhead.
    8. Click Edit Bottom Line, and select a color and height of a bottom horizontal line. Click the color picker button to select a color.
  6. Optionally, preview the letterhead, which opens it in a separate browser window.
  7. Save the letterhead.
Note
Note You can’t create HTML Classic Letterhead email templates in Lightning Experience. However, existing Classic Letterhead email templates can be used in Lightning Experience.

See Also