In this Salesforce tutorial, we will understand how to create an enhanced letterhead in Salesforce Lightning.
Recently, I got a requirement to create a custom HTML email template in Salesforce Lightning. And while understanding it, I came to know that for HTML email templates, we need letterheads.
So, in this tutorial, we will focus on working with letterhead in Salesforce. Here is the list of topics that we will cover:
- Introduction to Enhanced Letterhead in Salesforce
- How to create Enhanced Letterhead in Salesforce Lightning
Introduction to Email Letterhead in Salesforce Lightning
An Enhanced Letterhead in Salesforce Lightning is a branding component that we can include in our emails, documents, reports, etc. It typically includes the header and footer where we can add the company’s logo, contact details, and other design components.
Also, all these components together help to support the brand identification of the business.
We generally create enhanced letterheads to build email templates in Salesforce. It helps to add branding elements like an email header, and a footer when a letterhead is applied to a template.
How to create Enhanced Letterhead in Salesforce Lightning
Now that we got an idea of what an enhanced letterhead is and why we need it in Salesforce, let us discuss how to create one in Salesforce Lightning edition.
Here are the steps that we can follow:
Step-1: Click on the gear icon (⚙️) given in the top right corner and click on the Setup option.
Step-2: Next, from the left-right corner, click on the App Launcher option, and then click on View All option. This will open the App Launcher Menu.
Step-3: From the App Launcher Menu, search for “Enhanced Letterheads” and click on this option to open. This will open an Enhanced Letterheads list page.
Step-4: Next, to create a Letterhead in Salesforce Lightning, click on the New button given in the right corner. This will open the “New Enhanced Letterhead” window.
Step-5: In the next window, first, we need to specify the Name and Description for our Letterhead in Salesforce.
Step-6: After this, if we scroll down, we can see two sections-> Header and Footer. We can add content to our Header and Footer section based on our requirements.
For example, in our case, we have added a logo and company address in the Header. And in the Footer section, we have given company contact details.
Note: Please note that once we click on the insert image (🗃️) icon in the rich tech editor, we can select an existing image. However, we can also upload a new one using the Upload Image option given under Browse or Upload option.
Step-7: Once we specified all the Letterhead information and content, click on the Save button. This will create a Letterhead in Salesforce Lightning.
So, in this Salesforce tutorial, we understood how to create an Enhanced Letterhead in Salesforce Lightning edition. Moreover, we have also covered an example of creating Enhanced Letterhead in Salesforce Lightning step by step.
You may also like to read the following Salesforce tutorials.
- How to send email in Salesforce
- How to Log A Call in Salesforce
- How to create App in Salesforce
- How to run reports on Salesforce
- How to add address field to custom object in Salesforce
- How to create Visualforce Email Template in Salesforce
- How to Create Lightning Email Template in Salesforce Lightning
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