Generate more informative, consistent email templates with enhanced letterheads. Use enhanced letterheads with Lightning email templates that use the Handlebars Merge Language.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create email templates: | Send Email |
| To update email templates: | Modify All Data OR template ownership |
To add an enhanced letterhead to a Lightning email template, you must have created at least one enhanced letterhead already. You can add or remove an enhanced letterhead from any email template you can edit.
- On the Email Templates page, create a template or edit an existing template.
-
From the Enhanced Letterhead dropdown list, select a letterhead.
If your template uses the Salesforce Merge Language, you get an error. Convert the template to use the Handlebars Merge Language and try again.
- Click Save.
Now when you use the Lightning email template, the information from the enhanced letterhead also appears. In the email and list email composer, the letterhead header and footer are locked. Only the email body, within the dotted lines, can be edited. In the case email composer, or when using Gmail or Outlook, the letterhead header and footer are editable.
To preview a template and letterhead together, insert the template into the email composer or list email composer.