Communication Templates in Salesforce

Hi Folks,

This post is about Communication Templates in Salesforce.

Salesforce provide an interesting feature called Communication template. Communication is the backbone of any project. Why do we use communication template To make sure your organization delivers consistent messaging to your audience. Communication templates are the form of communicating device to Internal and External Customers of organization.
Communication template in Salesforce allows us to showcase our brand and ensure to send proper communication to the customers.

In Salesforce Classic, you can create four different types of email templates:

1. Text
2. HTML using Letterhead
3. Custom HTML without using Letterhead
4. Visualforce. 

All of these email templates can include text, merge fields, and attached files.
Before going deep into templates we will see what is Letterhead.

Letterhead : If you are a system administrator then you can create custom Letterhead. Letterhead define the look and feel of your HTML email template. Letter head will have Header,  Body & Footer. Here in header we can add organization logo , In body we can define color of our mail body and in footer we can define address/contact/copyright etc.

How to create Letterhead: 

Go to Set Up =>Administer => Communication Templates => Select Classic Letterheads

It will navigate you to letterhead console.

Click New Letterhead

Enter the details 

Available For Use :Check this so you can use letterhead 

Letterhead Label :Label for Letterhead

Letterhead Unique Name :Once you enter Label Unique name will be auto populated you can change it if you want

Description :Description which will describe what type of letterhead your are creating this is not mandatory so you can skip entering Description. 

Click Save

In next section you can customize header, footer and body section. Header you can add logo or Edit header properties (background color, header height, Horizontal Alignment, Vertical Alignment). Also for footer you can edit these properties and for body you can change body color.

Note: Your logo Image must be present in My Personal Document , If not 1st Upload image then proceed.

Click Save.

Click Preview to see your template design so if you want you can do required changes.

Now you can use this letterhead while creating email templates. 

KEEP EDUCATING YOURSELF!!!!