How to Add a Letterhead to Emails Sent from Flow
Summary
Salesforce Flows don't natively support adding letterheads when composing email bodies directly in the Flow's Send Email action. This guide explains a workaround for using Enhanced Letterheads by querying their header and footer HTML as Salesforce records within a Flow. You can then inject these HTML parts into a text template alongside your email content and send it as a rich-text email, preserving your brand's consistent email style. This empowers Salesforce teams to deliver professional, branded emails from Flows without relying solely on email templates.
Takeaways
- Use a Get Records element to retrieve the Enhanced Letterhead record in Flow.
- Insert the header and footer HTML fields into a Flow text template as the email body.
- Send the email with the text template as rich-text to render HTML letterhead properly.
- This method works only with Enhanced Letterheads, not Classic ones.
- Ensure letterhead images are publicly accessible for email recipients to see them.
Letterhead is a reusable Salesforce email layout with branded headers, footers, colors, and styling. It helps keep your emails consistent, professional, and recognizable across different messages. However, when you send an email directly from Flow using the Send Email action , there's no built-in option to apply a letterhead. You can use a letterhead only when you send the email through an email template. However, if you're composing the email body inside the Flow itself, Salesforce doesn't provide a way to add a letterhead. In this post, you'll see a simple workaround to add a letterhead to emails sent from Flow. Apply an Enhanced Letterhead to a Text Template in Flow Salesforce supports both Classic Letterheads and Enhanced Letterheads, but this workaround works only with Enhanced Letterheads.