Configure an Email Letterhead and Template

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Introduction

Having a consistent look makes correspondence from your teams instantly recognizable and professional. Here, we’ll configure a template and letterhead that can be used by all team members for their day-to-day email needs. Need assistance in creating a default no-reply email address? If so, visit the Set Up a Default No-Reply Email Address help article.

Create a Letterhead

Your Customer Support team isn’t generic, and their correspondence shouldn’t be either. Manager Kenya Collins has requested you create custom letterhead for her team’s HTML email templates.

Before creating and customizing letterhead for the Customer Support team, you need to save the Support Team logo to your org.

1. Open this image and save it to your desktop.
   
2. Ensure the title is GetCloudyConsultingLogo.
   
3. From the App Launcher search for and select Files.
   
4. Click Upload Files.
   
5. Choose the image you just saved to your desktop.
   
6. Click Done.
   

Now create a letterhead.

1. From the App Launcher  search for and select Enhanced Letterheads.
   
2. Click New.
   
3. Complete the details about the new letterhead:
   

4. Click in the header section and click Insert images into your message.
   Note: If you receive the "insufficient privileges" error in the Letterhead Content, navigate to Setup>Lightning Email Templates and toggle on Folders and Enhanced Sharing. Refresh your browser.
   
5. Select Browse or Upload.
   
6. Select the GetCloudyConsultingLogo from the Owned by Me menu and click Insert.
   
7. Click in the Header section and move the cursor to the next line by pressing ENTER.
   
8. To add the merge fields, start by entering the word Dear.
   
9. Press the SPACEBAR.
   
10. Click the Insert merge field.
    

11. In the Select Merge Field, enter First Name and select First Name.
    
12. Click Insert.
    
13. Add a comma after the last curly bracket and then press ENTER.
    

14. Click Save.
    

Letterhead + Email Template

Now create an email template with the General Customer Support letterhead:

1. From the App Launcher search for and select Email Templates.
   
2. Click New Email Template.
   
3. Fill in these details:
   

4. Click Save.
   

Send an Email Test

Finally, test your email template.

1. From the App Launcher  search for and select Contacts.
   
2. Search for and select Andy Young.
   
3. Under the Details tab, edit the Email for this contact to your email address.
   
4. Click Save.
   
5. On the right, in the Activity tab, click Email. (You may have to click More to find it.)
   
6. Click Insert, create, or update template  .
   
7. Select the Public Facing General template from list that appears.
   
8. Click Insert on the pop-up.
   
9. Review the template for accuracy.
   
10. In the Subject field, delete <<REPLACE WITH SUBJECT>> and fill in a subject line of your choice.
    
11. Click in the dashed line box and enter text of your choice, this will be displayed in the body of the email.
    

12. Review the content. Note: As this is a training environment, no need to actually send this email.
    

Now that you have improved the look of communications for Customer Support, move on to the last step in this badge, where you'll help the team work more efficiently by automating a few processes.

Resources

• Salesforce Help: Set Up a Default No-Reply Email Address
• Salesforce Help: Set Up Organization-Wide Email Addresses