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Megan Thomas が「#Data Management」で質問
I am trying to attach a picture of a company's logo on the letterhead template.  I'm not aware of where to save the logo on my computer/salesforce in order to import it.  Anyone know where the correct location is to save a picture file to have it as a letterhead?
4 件の回答
  1. 2012年6月1日 19:58
    You need to save the image file as a document record in SFDC and make it externally available.

     

    Creating Letterheads

    Available in: Contact Manager, Group, Professional, Enterprise, Unlimited, and Developer Editions

     

    User Permissions Needed

    To create or change letterheads:

    “Manage Letterheads”

    Letterheads define the look and feel of your HTML email templates. Your HTML email templates can inherit the logo, color, and text settings from a letterhead. A letterhead consists of properties and details. The properties are only visible inside your organization; they help users identify a letterhead. The details are applied to an email when using that letterhead. Use the letterhead wizard to create both the properties and details of your letterhead.

    1. Click Your Name | Setup | Communication Templates | Letterheads.

    2. Click New Letterhead.

    Setting Letterhead Properties

    Check Available For Use if you would like users to be able to use the new letterhead immediately.Enter a Letterhead Label. The label is used to refer to the letterhead on user interface pages.If necessary, change the Letterhead Unique Name. This is a unique name used to refer to the component when using the

    Force.com

    API. In managed packages, this unique name prevents naming conflicts on package installations. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. With the Letterhead Unique Name field, a developer can change certain components' names in a managed package and the changes are reflected in a subscriber's organization.

    • Enter a description for this letterhead. The name and description fields are for internal use only to describe the letterhead to other users.

    • Click Save. The letterhead detail page appears.

    Setting Letterhead Details

    Set the attributes for the letterhead.

    • Click Edit Background Color, and enter a color for the background of your letterhead. Click the color picker button to choose a color.

    • 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. To select an image, choose a folder, and click the document name to attach the document. Alternatively, click Search in Documents, and enter the file name to search for documents by name. Make sure the document you select is marked as Externally Available on the Documents tab so that a user who does not have a Salesforce username and password can view the image when it is received in an email.

    • Click Remove Logo to delete the image from the letterhead.

    • Click Edit 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 Edit Body Colors, and enter the background color for the main body of your letterhead.

    • Click Edit Middle Line, and enter a color and height for the middle border in your letterhead. Click the color picker button to choose a color.

    • Click Edit Footer Properties, and select a color, alignment, and height for the bottom section of the letterhead.

    • Click Edit Bottom Line, and select a color and height of a bottom horizontal line. Click the color picker button to choose a color.

    • Optionally, click Preview to display the letterhead in a separate browser window.

    • Click Save.

    To create an HTML email template that contains the settings in your letterhead, see

    Creating HTML Email Templates.

    See Also:

     

    Managing Email TemplatesCreating Custom HTML Email Templates
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