These steps create a Classic Letterhead in Salesforce Classic, then make it available to HTML email templates. You need the Manage Letterheads permission, and you should host any logo image on a publicly reachable URL before you begin.
- Open the Classic Letterheads setup page
From Setup, type Classic Letterheads into the Quick Find box and select Classic Letterheads. Click New Letterhead to start a fresh one.
- Set the identifying properties
Select Available For Use so other users can pick it, then enter a Letterhead Label and a Letterhead Unique Name. These are internal only and help admins identify the letterhead later.
- Add the logo and style the header
Save, then in the letterhead detail click into the header region. Insert your logo by URL, and set the top line and middle line colors and heights to match your brand.
- Style the body and footer
Set the body background color and default text. Edit the footer with your address, disclaimer, and unsubscribe link, choosing its color, height, and alignment.
- Reference it from an email template
Go to Setup, Classic Email Templates, New Template, and choose HTML (using Letterhead). Select this letterhead, and write only the message body. The template inherits the rest.
Checkbox that exposes the letterhead to users so it can be chosen when creating an HTML email template.
The human-readable name shown in setup lists. Internal only; recipients never see it.
The API-style unique identifier auto-suggested from the label and used to reference the letterhead programmatically.
- Classic Letterheads cannot be created in Lightning Experience. For new Lightning work, build an Enhanced Letterhead from the App Launcher instead.
- A logo hosted behind a login or on an internal URL shows as a broken image in customer inboxes. Use a publicly accessible location and test from outside.
- Editing a shared letterhead changes every template that references it, and the change is live in production the moment you save. Preview in a sandbox and send a test first.