How to Create Letterheads in Salesforce - dummies

How to Create Letterheads in Salesforce

By Tom Wong, Liz Kao, Matt Kaufman

If you are a system administrator, you can create and save custom branded letterheads in Salesforce to ensure that all your templates have a similar look and feel.

To create a letterhead, follow these steps:

  1. Choose Setup→Administer→Communication Templates→Letterheads.

    If this is your first time visiting, an Understanding Letterheads page appears. You can bypass it by clicking the Next button.

  2. Click the New Letterhead button.

    The Letterhead Properties section of the New Letterhead wizard appears.

  3. Select the Available For Use check box. Then fill in the required fields marked in red and optionally enter a description.

    If you don’t want to let anyone use the letterhead just yet, you can leave the Available For Use check box deselected for now.

  4. Click the Save button.

    The Letterhead Details section of the New Letterhead Wizard appears (see the figure). This is where you can graphically design your letterhead.

  5. Click the Edit Background Color button.

    The Background Color window opens with the default color as gray. You can set it to any HTML color code or use the Paint Can button to select from a color chart. When you’re done, click the OK button to close the window.

    Create a letterhead.
    Create a letterhead.
  6. Click the Select Logo button.

    The Attach File window opens to let you select from any image that has already been uploaded to the Documents tab in Salesforce. When you find the file you want, click its name to select it and close the window.

  7. Click the Edit Header Properties button.

    The Header Properties window opens. You can specify the background color, the horizontal and vertical alignment, and the height of the Header section to ensure that your logo looks great. When you’re done, click the OK button to close the window.

  8. Click the Edit Top Line button.

    The Top Color and Height window opens. If you don’t want a top line, you can set the line color to the same as your background and set the height to 0. When you’re done, click the OK button to close the window.

  9. Click the remaining buttons to make additional edits to your letterhead.

    You can configure the middle and bottom lines, the footer properties and logo, and the body background color, just like you did in the previous steps.

  10. Click the Save button.

    A preview of your new letterhead is shown. You can always make additional changes by clicking the Edit Letterhead button.