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            Create Classic Letterheads for Email Templates

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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; they help users identify a letterhead. The details are applied to an email when using that letterhead. Use the letterhead wizard to create both the properties and details of your letterhead.

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

            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 choose one of the edit options: Edit Properties or Edit Letterhead.
              • To delete a letterhead, click Del next to the name. You cannot delete a letterhead that is used in 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 in your org. 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. Click Save. 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 choose 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.
                Note
                Note Upload the logo image to the Documents tab before you add it to the letterhead. Mark the document as an Externally Available Image so it is visible to non-Salesforce users when it is received in an email. For more information, see “Upload and Replace Items on the Documents Tab” in Salesforce Help.

                To select an image, choose 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 Remove Logo to delete the image from the letterhead.
              5. Click Edit Top Line, and enter a color and height for a horizontal line below the header. Click the color picker button to choose a color.
              6. Click Edit Body Colors, and enter the background color for the main body of your letterhead.
              7. Click Edit Middle Line, and enter a color and height for the middle border in your letterhead. Click the color picker button to choose a color.
              8. Click Edit Footer Properties, and select a color, alignment, and height for the bottom section of the letterhead.
              9. Click Edit Bottom Line, and select a color and height of a bottom horizontal line. Click the color picker button to choose a color.
            6. Optionally, click Preview to display the letterhead in a separate browser window.
            7. Click Save.
            Note
            Note HTML Classic Letterhead email templates can’t be created in Lightning Experience. However, existing Classic Letterhead email templates can be used in Lightning Experience.

            See Also

             
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