Questions tagged [email-template]

Salesforce email templates come in a variety of shapes and sizes, ranging from Text to Visualforce. These email templates can be used through Salesforce through approval processes, workflows, etc to send email to users.

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4 views

Auto Populate TO email address when click on “Send Email” button in activities related list on Custom Object

I have a custom object xyz__c in which i have standard related list 'Activity History' which have 'Send Email' button. When we click on 'Send Email' button we have "TO" input field in which i want to ...
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1answer
350 views

How to Upload Lightning, not Classic, EmailTemplates

I need to convert 200 classic emailtemplates to lightning templates and I've encountered an obstacle. When I insert templates with lightning markup using SOQL and identical field values to an existing ...
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1answer
16 views

Email Template - The template does not have a controller that can be selected for preview

When I include the following code inside the "subject" of my visualforce email template I can't use "send test and verify merge fields" - the message 'The template does not have a controller that can ...
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1answer
628 views

JS Synchronous Calls - Email with Attachment

I'm trying to set up a JS button on a SFDC object record that sends an email to a recipient with a specific attachment from the Notes and Attachment related object. Would I theoretically be able to ...
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1answer
14 views

SingleEmailMessage getting into SPAM folder

I'm sending an email with a Messaging.SingleEmailMessage using a verified Org Wide Email Address. Also, I have Enable compliance with standard email security mechanisms and Enable Sender ID ...
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1answer
336 views

I want send email alert to a public group every week with a html email template in apex class

but the time of setting template in my apex target object id is required and this block accept only 15 digit id so how can i retive ever member user id global class EmailSenderfriday implements ...
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1answer
756 views

Multi-lingual Visualforce email templates

I have a requirement where on workflow rules I want to send out an email in the users preferred language, Is there a way to create multi-lingual visualforce email templates? here is the sample ...
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1answer
335 views

How to get merge fields working in an email template?

In my environment, when someone registers for an Event, an Attendee record is generated. I have successfully created a process in Process Builder that sends an email when an Attendee record is ...
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1answer
21 views

How to Pass parameter value from controller to Apex:repeat getValue()

I wonder, how can I pass input variable to getValuesForRepeat in apex:repeat please. I.e, my apex:repeat renders different contents depends on inputVar1. Basically, <apex:repeat value="{!...
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1answer
14 views

How to Dynamically Embed Images from Files into Email Templates

I have a custom object with Files. The Files hold images. I am creating an email template and want the Files to embed in the email template. How do I even begin to go about that? I can't find anything ...
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1answer
352 views

Lightning Email Template Attachment issue

I have created Lightning Email Template with attachment from my local system as System Admin user. This template displayed without attachment for Partner Community Profile user. How can we share the ...
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29 views

Classic Email Letterhead

Is there a way to create professional letterheads similar to Classic Email Letterhead with Lightning? If not is there a way to use a file in the Classic Email Template instead of a document?
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1answer
605 views

Get error after embed {!ApprovalRequest.Comments} in email template

I add {!ApprovalRequest.Comments} inside my email template and I could not save it.It give me this error Error: Unknown property 'core.email.template.EmailTemplateComponentController....
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10 views

Make A Lightning E-mail Header/Footer Dynamic Based Off Of Location

I’m working with an org that has acquired multiple businesses underneath it; they all have different logos. I want to make a lightning dynamic letterhead that displayed their email Footer/Header ...
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2answers
119 views

How can I retrieve email templates from a sandbox using the Salesforce CLI?

I tried to use the force:source:retrieve command with the -m parameter as EmailTemplate but it doesn't retrieve the email templates in my connected sandbox. How can I retrieve the email templates?
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1answer
15 views

How to share a lightning email template folder?

I'm trying to find the screen where you can share lightning email template folders with other users but can't see it anywhere. It's mentioned in here so I know it exists: https://releasenotes.docs....
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19 views

Is possible to use a Visualforce email template whose content can be freely edit?

I need to use a Visualforce template because I have to automatically attach a Visualforce page rendered as PDF. However, I'm not able to make a Visualforce template whose content can be freely edit ...
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2answers
749 views

Is there any limit for number of email templates that can be created?

Salesforce allows us to create custom email templates, Is there a limit for the number of email templates that can be created?
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28 views

How to Send Email with predefined Template in Lightning?

In Lightning, how does one create a quick way for users to send an email with specific email template pre-selected? In classic, we can use URL parameters and do the same but with lightning that's not ...
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17 views

Is there a way to fire an e-mail workflow without saving a record first?

I have a business case where 1.) someone takes a phone call 2) creates a case 3) ends call and continues researching before saving the case finally a user could have multiple case tabs open before ...
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900 views

Converting Email Templates from Classic to Lightning with “Not Allowed” errors

We are trying to convert some of our Classic email templates to Lightning email templates, but when we try to save our custom HTML into the source, we are receiving the following errors. The content ...
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13 views

X-SFDC-X- is prepended to the name - how to remove it

I want to send a custom-id as header to Mailjet or Sendgrid. In our case Salesforce is prepending X-SFDC-X- and Mailjet or Sendgrid do not see their header to add the custom-id to the email. Is there ...
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20 views

Visualforce Email template - merge fields not working

I need to populate the merge field for the related accounts creator/owner. I have these details:- <messaging:emailTemplate subject="Employers initiating Enrollment for Employees" recipientType="...
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1answer
37 views

HTML Email Templates delivered Incompletely in Lightning List Email

I have few html email templates which are used to send mass emails to Contact and Campaigns. They are working fine in Salesforce classic whereas in Lightning, they are delivered incompletely. We need ...
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1answer
34 views

Enable Default Email Templates in Case Feed is not working

I am trying to enable the default email template selection logic as per the salesforce provided document - https://help.salesforce.com/articleView?id=case_interaction_default_templates.htm&type=5 ...
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2answers
819 views

Approval History Related List in Visualforce Email Template

Am wondering how to get usable info in the approval hisotry I can add to my visualforce email template. I have the below (UPDATED): <messaging:emailTemplate subject="Lead Final Approval" ...
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1answer
695 views

How to send a visualforce page in a visualforce email template?

I am looking to send an email in the approval process but the email needs to have all of the information that we put on a visualforce page. The best solution would be to send the visualforce page in ...
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3answers
12k views

How to determine where an email template is being used?

We have some email templates in our email templates folder, but I'm not sure where they are being accessed or used. How do I investigate this? I looked into the emailTemplate table, but it didn't ...
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1answer
34 views

Visualforce email template in Lightning

Can anyone let me know how to create VF email template in Lightning. For email templates in Lightning, we have a tab called Email Templates. When I tried to create a new template, I have an option of ...
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24 views

Email sending from Sandbox is Inconsistent

In one of our sandbox, we are testing some funcationality which sends the email from workflow when ever a case with specific subject is created. But the problem is email sending is very inconsistent i....
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26 views

Event.StartDateTime: Only date field is displayed

When I use "Event.StartDateTime" in a HTML email template, only the Date would show up. Is this a Salesforce bug? Or am I doing something wrong?
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6 views

Resizing mobile email template without code

I am new at Marketing Cloud and I am trying to find a way of having the same email template in desktop and mobile. For example, now I have 3 images in desktop version (horizontally) and when I open ...
4
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1answer
736 views

Email publisher: Don't override subject when selecting template

I have a question involving the Case feed email publisher. For a customer I am currently implementing their Service Cloud. The customer is used to do alot of communication over email and in addition ...
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2answers
2k views

Email Template merge fields (Account.Name)

I have a lookup field of Account in the object Lead -- Hotels__c I have also a lookup field of Contact in the object Lead -- Applicant__c When trying to merge the {!Account.Name} in the HTML Email ...
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3answers
879 views

Sending welcome email to customer after registering

We have a scenario where we have to send welcome email through marketing cloud whenever a customer registers. whenever customer registers the "registration date" field in salesforce captures the date ...
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1answer
2k views

EmailTemplate.body.replace() does not work for HTML templates with letterheads

I have to replace some contents in HTML body but when I user HTML with letterhead,it does not work and if I use email template without letter head then it works but when i receive an email,it always ...
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2answers
3k views

Mail Merge: how to create a template in Word?

I'm new to Salesforce and my company did not give much training on Salesforce. I would like to know how to create a template in Word and add fields from Salesforce to merge together. I researched ...
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13 views

Merged fields on Email Template showing #Error!

I am trying to pull information from an Account into an email template. The two fields I am trying to pull are of type Date and Picklist, however when I send a test email, I recieve a #Error! on those ...
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19 views

user with Manage Public Lightning Email Templates can not create email template

I am System Admin and create Permission sets with Manage Public Lightning Email Templates and Create Folders for Lightning Email Templates this permission. Create or New button is not available in ...
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2answers
801 views

De-reference a null object error when attempting to set user variable value to Owner

I'm putting together a trigger to handle some of my workflow rules (our org is hitting limits) and I keep getting the following error: "Error:Apex trigger AR_Email_Alerts caused an unexpected ...
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1answer
930 views

How to load images (Header and footer) in the VF Email template?

I am looking to load the header and footer images present in the Document tab When I click on the URL: https://c.cs53.content.force.com/servlet/servlet.ImageServer?id=0150j000000DHQL&oid=...
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34 views

How to attach a dynamic file in a email template?

I'm trying to attach a file to an email templates. This email template will be used in a workflow, so what I need is to send it everytime a condition is met in a opportunity. The file I need to ...
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4answers
106 views

Is that possible to change Custom (without using Letterhead) to a HTML (using Letterhead) in a particular email template?

I need to update an email template which is initially created as a Custom (without using Letterhead) email template to a HTML (using Letterhead) email template. The reason for this modification is , I ...
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0answers
49 views

Sending LWC Email Template

We have a report that we currently generate using Conga (3rd party license), in the past we've made similar visual representations of the data using VisualForce, but now as we consider the ...
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2answers
633 views

Unit test error: INVALID_FIELD_WHEN_USING_TEMPLATE

I'm sending emails to internal users from a batch job using SingleEmailMessage. When I run the batch job everything processes correctly and the emails are sent correctly. I'm using two different ...
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1answer
34 views

Creating a dynamic email template

I have a batch which I use to send emails to contacts. Every contact should have a different template - So I Created a body and subject in my apex class which every contact will have his unique body- ...
3
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1answer
34 views

Help with Checkbox fields in Email Template

I have created an HTML version Email template, and trying to have one checkbox. So I have used input type ="checkbox", while previewing it is displaying perfectly but when I view in outlook its ...
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2answers
2k views

How to make clickable image (link) in Email Template?

In HTML email template edit form there are options to insert image and link. How to use them both, making a link from image?
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1answer
402 views

component in visualforce email template

I am getting a controller error when i am trying to add a visualforce component to my email template, im struggling to debug why i'm getting the error? Error: Unknown constructor 'outboundEmails....
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0answers
32 views

Looking for the most responsive and reliable basic template in the Marketing Cloud

I started using SFMC's "Basic" templates as well as some "Themed" templates for one of our customers. But as we started sending emails, even though we had tested the emails on a few platforms, it ...