How To Create A New Email Template With Letterhead In Salesforce

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.

Create a Letterhead

Your Customer Back up team isn't generic, and their correspondence shouldn't exist either. Manager Republic of kenya Collins has requested you create custom letterhead for her squad'south HTML e-mail templates.

Earlier creating and customizing letterhead for the Customer Back up team, yous'll need to save the Back up Team logo to your org.

1. Open this image and save to your desktop.
2. Click the App Launcher  .
3. Enter Files in the Search apps and items... box and select Files.
4. Click Upload Files.
5. Choose the prototype you merely saved to your desktop.
6. Ensure the title is GetCloudyConsultingLogo.
   Notation: To edit the title proper noun, click the down arrow to the right of the file. Click Edit File Detailsand rename to GetCloudyConsultingLogo.

At present create a letterhead:

1. Click the App Launcher  .
2. Enter Letterheads in the Search apps and items... box and select Enhanced Letterheads.
3. Click New.
4. Consummate the details well-nigh the new letterhead:

   Field	Value
   Name	General Client Support
   Description	Use this letterhead for all public facing communications if no specific Customer Support letterhead exists

5. Click in the header section and click the insert image icon.
   Annotation: If yous receive the "insufficient privileges" error in the Letterhead Content, navigate to Setup>Lightning E-mail Templates and toggle on Folders and Enhanced Sharing. Refresh your browser.
6. Select Browse or Upload.
7. Select the GetCloudyConsultingLogo from the Owned by Me menu and click Insert.
8. Click in the Header department and move the cursor to the next line past pressing ENTER.

Add merge fields:

1. Enter the word Dearest.
2. Printing the SPACEBAR.
3. Click the Insert merge field icon.
   
4. In the Select Merge Field, enter First Name and select Starting time Proper name.
5. Click Insert.
6. Add a comma after the terminal curly bracket and then press ENTER.
   
7. Click Save.

Letterhead + Electronic mail Template

At present create an electronic mail template with the General Client Support letterhead:

1. Click the App Launcher  .
2. Enter Email Templates in the Search apps and items... box and select Email Templates.
3. Click New Email Template.
4. Make full in these details:

   Field	Value
   Email Template Name	Public Facing General
   Description	To be used for all public facing emails if there is no more than specific template bachelor
   Binder	Public Email Templates
   Subject	<<Supercede WITH Field of study>>
   Enhanced Letterhead	Full general Customer Support

5. Click Salve.

Transport an Email Test

Finally, test your email template.

1. Click the App Launcher  .
2. Enter Contacts in the Search apps and items... box and select Contacts.
3. Modify the Contacts list view to All Contacts and select Andy Young.
4. Under the Details tab, edit the Email for this contact to your email address.
5. Click Save.
6. On the right, click Electronic mailin the Activeness tab. (You may have to click Moreto notice information technology.)
7. Click the Insert, create, or update template icon  .
8. Select the Public Facing Full generaltemplate from list that appears.
9. Click Inserton the pop-upwardly.
10. Review the template for accuracy.
11. In the Subject field, delete <<Supervene upon WITH Subject field>>and fill in a subject line of your choice.
12. Click in the dashed line box and enter text of your choice, this volition exist displayed in the body of the electronic mail.
    
13. Click Send.
14. Bank check your inbox for the e-mail.

Now that you lot've improved the wait of communications for Customer Support, motion on to the last step in this project, where you'll help the team piece of work more than efficiently by automating a few processes.

How To Create A New Email Template With Letterhead In Salesforce,

Source: https://trailhead.salesforce.com/content/learn/projects/customize-an-org-to-support-a-new-business-unit/configure-an-email-letterhead-and-template

Posted by: grantficame.blogspot.com

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