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            Create HTML Classic Letterhead Email Templates in Salesforce Classic

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            Create HTML Classic Letterhead Email Templates in Salesforce Classic

            You can create HTML-based email templates using Classic letterhead. You can’t change the layout in an existing template, but you can update the Classic letterhead associated with the template. To create a letterhead email template, you must have at least one active Classic letterhead.

            Required Editions

            Available in: Salesforce Classic
            Available in: All Editions, except Personal

            Mass email not available in: Personal, Contact Manager, and Group Editions

            HTML and Visualforce email templates not available in: Personal Edition
            User Permissions Needed
            To create or change HTML email templates: Edit HTML Templates
            To create or change public email template folders: Manage Public Classic Email Templates
            Note
            Note If you’re using a free org, you can have up to 500 email templates, of any kind, in that org.

            To create an HTML Classic Letterhead email template:

            1. Choose one of these options.
              • If you have permission to edit public templates, from Setup, enter Classic Email Templates in the Quick Find box, then select Classic Email Templates.
              • If you don’t have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
            2. Click New Template.
            3. Choose HTML (using Classic Letterhead) and click Next.
            4. Choose a folder in which to store the template.
            5. To make the template available for use, select the Available For Use checkbox.
            6. Enter an email template name.
            7. If necessary, change the Template Unique Name. This unique name refers to the component when you use the Lightning Platform API. In managed packages, this unique name prevents naming conflicts in package installations. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. With the Template Unique Name field, you can change certain components’ names in a managed package and the changes are reflected in a subscriber’s organization.
            8. Select a Classic Letterhead. The letterhead determines the logo, page color, and text settings of your email.
            9. Select the Email Layout. The email layout determines the columns and page layout of the message text. To see samples, click View Email Layout Options.
              Tip
              Tip In an existing template, you can’t change this field. To use a different email layout after you’ve created a template, create another template.
            10. If desired, choose a different character set from the Encoding dropdown list.
            11. Enter a description of the template. Both template name and description are for your internal use only. The description is used as the title of any email activities you log when sending mass email.
            12. Enter a subject for the email you send. The subject can be edited later, when using the template.
            13. Click Next.
            14. Enter the text of the message by clicking any section and entering text. To prevent anyone using the template from editing a section, click the padlock icon.
            15. Change the style of your text by selecting the text and using the format toolbar.
            16. If desired, enter merge fields in the template subject and body. When you send an email, these fields are replaced with information from your lead, contact, account, opportunity, case, or solution.
            17. Click Next.
            18. If desired, enter the text-only version of your email or click Copy text from HTML version to automatically paste the text from your HTML version without the HTML tags. The text-only version is available to recipients who can’t view HTML emails.
              Warning
              Warning We recommend that you leave the text-only version blank. If you leave it blank, Salesforce automatically creates the text-only content based on the current HTML version. If you enter content manually, subsequent edits to the HTML version aren't reflected in the text-only version. When left blank, the text-only content is automatically created when sending an email via the UI. If you use that same template to send email via the API or APEX, you must provide the text-only content. Remember to update text-only content when you change the HTML content.
            19. Click Save.
            Tip
            Tip View a sample of the template populated with data from records you choose and send a test email by clicking Send Test and Verify Merge Fields.
            Note
            Note HTML and Custom email templates can be used, but not created, in Lightning Experience.

            See Also

             
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