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Create classic letterheads for email templates
Create classic letterheads that form the basis of a consistent look and feel for your HTML email templates. Make the letterheads available throughout your organization so that other users can use them in their email templates.
Required editions and user permissions
A letterhead consists of properties and details. The properties are only visible within your company and help users recognize letterheads. The details are applied to an email using the appropriate letterhead. Use the Letterhead Wizard to create both appropriate properties and details.
- Enter the text in the field under "Setup" and then select Classic letterheads out.
- click on Furtherwhen an introductory page is displayed.
- click on New letterhead.
- Select a name from the list to view its letterhead.
- To edit a letterhead, click on its name and select an edit option: Edit properties or Edit letterhead.
- To delete a letterhead, click next to its name Dist. A letterhead that is used in an HTML email template cannot be deleted.
Set letterhead properties
- Activate if you want to make the new letterhead available to users immediately.
- Enter a description in the field. The label is used to refer to the letterhead on user interface pages.
- If necessary, change the entry in the field. This name is used to refer to the component when using the Lightning Platform API. In managed packages, this unique name prevents naming conflicts during package installation. A developer can change the names of certain components in a managed package, and those changes will be reflected in a Subscriber's organization. This name can only contain underscores and alphanumeric characters and must be unique within your organization. It must start with a letter, contain no spaces, end with an underscore, or contain two consecutive underscores.
- Enter a description for this letterhead. The name and description fields are only intended for internal use to describe the letterhead for other users.
- click on to save. The letterhead detail page is displayed.
Set details for letterheads
- Set the attributes for the letterhead.
- click on Edit background color and enter a color for the background of your letterhead. Click the color picker button to choose a color.
- click on Heading property to edit and select the color, orientation, and height for the top portion of the letterhead.
- click on Select logoto include an image of your company logo in the top or bottom of the letterhead. To select an image, select a folder and click the name of the document to be attached. You can also click Search in documents Click and enter a file name to search for documents by name.
- click on Remove logoto delete the image from the letterhead.
- click on Edit the top line and enter a color and height for a horizontal line below the header. Click the color picker button to choose a color.
- click on Edit text colors and enter the background color for the main text of the letterhead.
- click on Edit the center line and enter a color and height for the center border on your letterhead. Click the color picker button to choose a color.
- click on Edit footer properties and select the color, orientation, and height for the bottom portion of the letterhead.
- click on Edit the bottom line and choose a color and height for a horizontal line at the bottom. Click the color picker button to choose a color.
- Optionally, click previewto view the letterhead in a separate browser window.
- click on to save.
To learn how to create an HTML email template using your letterhead settings, see Create Classic HTML Letterhead Email Templates in Salesforce Classic.
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