For more, review Upload and Replace Items on the Documents Tab. In Salesforce Classic Click your name | My Settings. Click Email | Email Templates. Click New Template. Click HTML (using Classic Letterhead). Click Next. Create a name for your template and choose a letterhead and email layout.
Full Answer
What is a letterhead in Salesforce?
Use letterheads to ensure a consistent look and feel in your company’s emails. For more information, see “Create Classic Letterheads for Email Templates” in the Salesforce online help. This type extends the Metadata metadata type and inherits its fullName field.
What is a letterhead in an email template?
Represents formatting options for the letterhead in an email template. 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.
What is the file suffix for letterheads?
The file suffix for letterheads is .letter and components are stored in the letterhead directory of the corresponding package directory. Letterheads are available in API version 12.0 and later.
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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.
How do I update my letterhead in Salesforce?
In Salesforce Classic Navigate to Setup | Communication Templates | Classic Letterheads. Select your letterhead by clicking on the label. Select Edit Letterhead | Select Logo. Click to select the appropriate image.
Where do I upload the logo for classic letterhead in Salesforce?
Click Edit Header Properties, and select the color, alignment, and height for the top section of the letterhead. Click Select Logo to include an image of your company logo in the top or bottom section of the letterhead. Note Upload the logo image to the Documents tab before you add it to the letterhead.
How do I add an image to a classic email template in Salesforce?
Using Image TagsAdd an image to the Documents tab.On the Documents home page, open the image by clicking its name.Right-click the image and get its reusable URL address. When you use the URL, you reference the copy of the image on the Salesforce server.Open your custom HTML or Visualforce template.
How do I add images to classic Salesforce?
Add the Image File to Documents:Go to the Documents Home page. ... Under Recent Documents, click New.Give the image a descriptive name and store in Shared Documents. ... Click the Choose File button and navigate to the image file to import.Click the Save.
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.
Where do I put documents in Salesforce?
To upload files to a library, select the library and then click Add Files. Files you upload to a library inherit the sharing settings of that library. You can also add files to Salesforce by: Attaching a file to a Chatter post.
How do I upload files to Salesforce lightning?
In Lightning Experience Click Add Files in the Files related list menu, or drag files directly onto the Files related list. (You can drag multiple files, but not a folder. You can't drag files onto read-only related lists.) Note In Lightning Experience, your org may use a custom page layout for the file detail page.
Where do I upload my logo in Salesforce?
As per Salesforce docs: You must upload the logo image to the Documents tab before you can add it to the letterhead. Make sure the document is marked as an Externally Available Image so it is visible to non-Salesforce users when it is received in an email. So Document is the answer of your question.
How do I edit classic email templates in lightning?
Modify or Create Email Templates in Lightning ExperienceFrom the App Launcher, select Email Templates.Click New Email Template and enter a name.Click Select Folder, select a folder, and click Select Folder.Compose the email to use as your template.Click Save.
How do I add a link to a classic email template?
To hyperlink a text in an email templateOn the page where you add the content or the body of the HTML Email Template, highlight a text.Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box.Click OK to save the link.Click Save to save the template.
How do I get an image to show in an email template?
Here are a few options available to embed images in your HTML emails:Linking Images Directly. The best practice is to upload the images to a directory on your server and then link them to your HTML email using full URL paths. ... Base64 Encoding. Inline embedding is a simple and faster method to use. ... CID Embedding.
What version of API is letterhead available in?
Letterheads are available in API version 12.0 and later.
What is a letterheadhead footer?
LetterheadHeaderFooter represents the properties of a header or footer.
What is a letterhead in an email?
Represents formatting options for the letterhead in an email template. 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.
What does "required" mean in a letterhead?
Required. Indicates whether this letterhead can be used ( true) or not ( false ), for example, in an email template.