How do I use a letterhead in HTML email templates?
Use a single letterhead as the foundation for all your HTML email templates. If your logo, company colors, or corporate identity change, make a change to your letterhead and that change will be applied to all HTML email templates using the letterhead. Your letterhead can define the header and footer of all HTML emails.
What are custom HTML email templates in Salesforce?
Custom HTML email templates are intended for advanced users that know HTML or companies that want to cut and paste existing HTML templates into Salesforce to get started right away. To create a custom HTML email template:
What does a letterhead include?
Your letterhead includes your corporate color, logo, and graphics. The content comes from the HTML email template. Enforce your company’s brand across all outbound communications by separating the letterhead from the templates that use it. Use a letterhead to make it easier to maintain your library of HTML email templates.
What happens when you leave the text-only version blank in Salesforce?
When you leave the text-only version blank, Salesforce automatically creates text-only content for you based on the current HTML code. If you manually create a text-only version, edits to the HTML version are not reflected in the text-only version. Users cannot modify the content of a custom HTML template when they select it for use in an email.
How do you make a classic letterhead in Salesforce lightning?
Use the letterhead wizard to create both the properties and details of your letterhead.From Setup, enter Classic Letterheads in the Quick Find box, then select Classic Letterheads.Click Next if an introductory page appears.Click New Letterhead. To view a letterhead, select the name from the list.
Do classic email templates work in lightning?
Use Your Classic Email Templates in Lightning Experience You can use your Text, Custom HTML, Letterhead, and Visualforce email templates in Lightning Experience.
How do I upload a classic letterhead in Salesforce?
Navigate to Gear icon | Setup | Email | Classic Letterheads.Select your letterhead by clicking on the label.Select Edit Letterhead | Select Logo.Click to select the appropriate image. Then click Save.
Can you use HTML in Salesforce?
The HTML editor supports all languages that Salesforce supports. For security purposes, the HTML editor only allows the tags and attributes listed in Supported HTML Tags and Attributes. Salesforce automatically removes unsupported tags and attributes when you save an idea description or comment.
How do I convert classic email templates to lightning?
To convert Classic email templates to HML email templates:Open the Classic email template.Copy and paste the content into a new Lightning email template. You can use either the Email Templates page or the email composer.Remove existing SML merge fields or replace them with equivalent HML merge fields.Click Save.
How do I create an HTML email template in Salesforce lightning?
Click New Email Template.Enter the template's name.Add a subject. ... If you want, select an item from the Related Entity Type dropdown list. ... If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items...
How do I upload an HTML email template to Salesforce?
On your Salesforce dashboard, click the gear icon in the top right corner of the page and then select “Setup.” On the next page, on the left side menu, click open the “Email” option and then select “Classic Email Templates.” On the Classic Email Templates page, select “New Template.”
What is classic letterhead in Salesforce?
A letterhead defines the logo, page color, and text settings for your HTML email templates. Use letterheads to ensure a consistent look and feel in your company's emails.
How do you make a lightning letterhead?
Note Enhanced letterheads aren't supported in Email Template Builder.From the App Launcher open Enhanced Letterheads. The only default list view is Recently Viewed. ... Click New.Name the enhanced letterhead.Add content to the header, footer, or both. ... Click Save.
How do I add HTML to Salesforce?
Add your HTML in the editor using one of these options. Enter or paste your HTML directly into the editor window on the left side of the screen. To add existing HTML, click browse then select your HTML from Content Builder. Drag files from your computer to the upload window to add one or more files.
How do I import HTML into Salesforce?
See Export Backup Data from Salesforce or Export Data for more details....Import HTML formatCreate a CSV file with one column header that will be mapped to a Rich Text Field.On this column enter the full HTML code that you wish to upload on the cell.Use Data Import Wizard or Data Loader to upload the CSV.
How do I use HTML templates in Salesforce?
To create a custom HTML email template:From Setup, enter Email Templates in the Quick Find box, then select Email Templates.Click New Template.Choose Custom (without using Letterhead) and click Next.Complete the email template fields, and then click Next. ... Enter the HTML source text (with HTML tags), and click Next.More items...