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            Associate Enhanced Letterheads with Email Templates in Lightning Experience

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            Associate Enhanced Letterheads with Email Templates in Lightning Experience

            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.

            Note
            Note You can associate Classic letterheads with Classic email templates only.
            Note
            Note Enhanced letterheads aren’t supported in Email Template Builder.
            1. On the Email Templates page, create a template or edit an existing template.
            2. 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.
            3. 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.

            Note
            Note If you associate an enhanced letterhead with an email template with no Related To entity specified, and then use that template to send email through Gmail or Outlook, the letterhead isn’t inserted.

            See Also

             
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