You configure a Classic Letterhead in Salesforce Classic Setup, then link it from an HTML (using Classic Letterhead) email template. These steps apply to orgs that already have the feature, since you cannot create Classic Letterheads in Lightning Experience.
- Open the Classic Letterheads page
From Setup, enter Classic Letterheads in the Quick Find box, then select Classic Letterheads. Click New Letterhead. You need permission to manage email templates and letterheads to see this page.
- Name the letterhead and make it usable
Select Available For Use so users can pick it right away, enter a Letterhead Label for the Salesforce UI, and adjust the Letterhead Unique Name if needed for API and metadata references. Click Save.
- Style the header, body, and footer
On the detail page, click Edit Background Color, then edit the header properties, top line, body colors, middle line, and footer properties for color, alignment, and height. Use Select Logo to add your company image to the header.
- Attach the letterhead to a template
Create an HTML (using Classic Letterhead) email template in Salesforce Classic, choose this letterhead and a layout, then write the body content that renders between the header and footer.
Checkbox that lets users select the letterhead in templates immediately instead of keeping it hidden while you finish styling it.
The display name shown on Salesforce user interface pages when someone picks a letterhead for a template.
The API name used to reference the letterhead from the Lightning Platform API, change sets, and Metadata API deployments.
The company image placed in the header band; host it as a Salesforce document or static resource so the link does not break later.
- You cannot create Classic Letterheads or HTML using Classic Letterhead templates in Lightning Experience; existing ones still work and can be sent from Lightning.
- Deleting a letterhead silently strips branding from any template that still references it, so audit dependencies before removing one.
- A letterhead that previews cleanly in Salesforce can render badly in Outlook or mobile clients; send real test emails before trusting it.
- Footer text often holds legal disclosures or unsubscribe wording, so route changes through compliance review.