Create Enhanced Letterheads in Lightning Experience

Create an enhanced letterhead that you can associate with a Lightning email template.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create enhanced letterheads Modify All Data
To update enhanced letterheads Modify All Data

Keep these things in mind as you design and create enhanced letterheads.

  • The Email Template Builder doesn’t support Enhanced letterheads.
  • Enhanced letterheads are public by default. Any standard user who has access to Lightning email templates can add an enhanced letterhead to their template from the template record home.
  • You can share a Lightning email template with an associated enhanced letterhead with a portal user. When the portal user inserts the template into an email, the user can see, but not edit, the enhanced letterhead content.
  • Letterheads don’t show in emails when viewed in Outlook desktop. Only the template content shows.
  • The compose window preview may not accurately reflect the final email appearance.
  1. From the App Launcher open Enhanced Letterheads.
  2. Click New.
  3. Name the enhanced letterhead.
  4. Add content to the header, footer, or both.
    Click the Merge icon and use the merge picker to insert merge fields. Only global merge fields are available. Users with a Communities license can also use Sender’s Brand merge fields.
    To add HTML code, click the Source icon.
    To add graphics, click the Images icon. Copying and pasting images isn’t supported.
  5. Save your changes.

To use the enhanced letterhead, associate it with a Lightning email template that uses the Handlebars Merge Language.

Note
Note You can edit the header and footer in the Cases email composer.