If your company has a custom domain, click Use custom domain below the login screen and enter the custom domain in the space provided. If you don’t know your custom domain, contact your administrator.
If you are using Salesforce Lightning, click the icon that resembles a gear. Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface. [1] X Research source
If you are using Salesforce Lightning, click Setup.
If you are using Salesforce Lightning, click Classic Email Templates.
All of these types will allow you to type in text, attach files and select people to receive your email. Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead. Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs.
All of these types will allow you to type in text, attach files and select people to receive your email. Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead. Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs.
All of these types will allow you to type in text, attach files and select people to receive your email. Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead. Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs.
All of these types will allow you to type in text, attach files and select people to receive your email. Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead. Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs.
All of these types will allow you to type in text, attach files and select people to receive your email. Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead. Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs.
All of these types will allow you to type in text, attach files and select people to receive your email. Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead. Salesforce HTML emails are set up for tracking, so you can easily find out if someone has opened your email and how many times they have read it. A text email does not have tracking, but it runs a high risk of being filtered by anti-spam programs.
The first time you create a new letterhead, you will be given some information about letterheads. Click Next to continue. To create a new letterhead, click New Letterhead Click the checkbox next to Available for Use Type a label and a unique name for the letterhead and click Save Use the options to edit the header, body, and footer. You can change the text color or background color using hexadecimal codes. You ca add a logo to the header or footer. Click Save when you are finished editing the letterhead. Click Email Templates to return to the email templates menu and click New Template again.
For example, perhaps you want to put the contact’s first name in the greeting of your email. To do this, select Contact Field under “Select Field Type” and then select First Name under “Select Field”. When those fields are filled in, a code will appear to the right. Copy that code and paste it wherever you want to use the recipient’s name in the email message.
To edit or delete your email templates, click Setup in the drop-down menu below your username. Select your template under “My Templates. " Select “Edit” or “Del” to edit or delete, respectively. You can use your email template by going to a contact page, scrolling down to the bottom and clicking the “Send an Email” button under “HTML Email Status. " Click “Select Template” at the top and choose your newly created template. You can also mass email contacts with your template. Go to the “Contacts” tab, scroll to the bottom and click “Mass Email Contacts” under the “Tools” section. You will be led through the process of choosing a template and choosing a contact list before sending.
