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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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3 views

Email alerts are not sent out from specific profile

I have a very simple workflow rule that sends out an email alert when the record is created and any time it's edited to subsequently meet criteria. If I log in as an admin, the alerts are sent out ...
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10 views

Through Email am not able to approve the record but through record link in the email i can able to go to the record and can approve manually

How to approve through email: Email Template: <messaging:htmlEmailBody > <html> <body> <!-- required fields --> <apex:outputText value="...
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14 views

Visualforce Component email template

Hey there i am trying to generate a pdf through visualforce component which i am using in email template which i am sending through approval process when i try to print record id in pdf it works fine ...
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1answer
11 views

Field Level Security on Email Template Not Working as Expected

I'm trying to hide specific fields in an email template for a specific profile. For this, I removed the field level access for fields I want to hide for the respective profile. After logging in as ...
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7 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
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
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
22 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
17 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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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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30 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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122 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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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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30 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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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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21 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
35 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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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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7 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 ...
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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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21 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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52 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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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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1answer
18 views

Email Template Subject Does not Match Query

When viewed in the UI, my email template shows the following subject: When running a query, my email subject shows Why is the query returning a different result then what is displayed in the UI?
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1answer
27 views

Dynamic static resource in custom visualforce email template

Background I am trying to add a dynamic link in a visualforce email template to download a PDF which is stored as a publicly available Static Resource: <a href="https://x.cs.force.com/site/{!...
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11 views

Will Increasing Email Characters to 131k introduce Lag

Will increasing the Email Characters to 131k introduce lag within the org either in loading the email record page or within other object records?
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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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8 views

Control folder location in “Select Template” popup of email author screen

Is there a way to control which email folder will appear on click of "Select Template" button on the email author page? Right now it opens the last folder user opened. As of today, we have used url ...
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28 views

Embed a custom component in lightning email template

There are several VF email templates in my org which internally references VF components. These components have custom functionality of querying different objects and preparing a custom result which ...
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14 views

How i can send Html template with js custom button?

I added custom button from my case object inside, then i sent test mail its work but i want to use Html template, also i want to add my records from html templates for example "Hello Your Account Name ...
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57 views

Error in using Outlook Integration. Error encountered: System.UnexpectedException: Email Template ID: id value of incorrect type: 0

I am using Salesforce Outlook Integration. And I am receiving a bounce back error which says, "554 The apex class Messaging.EmailToSalesforceHandler failed due to: System.UnexpectedException: ...
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1answer
21 views

How to add a dynamic value for ordinal #4 in Lookup Function?

I've got 2 Data Extensions. Let's call them A and B In my Journey, I can only easily include the attributes from the Sendable Data Extension (A) that I'm using to trigger the Journey. However, I ...
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1answer
36 views

Visualforce email template can't see data when run in unit test

I currently have a Batchable process that will send emails to some users: global class ExpiryNotificationHandler implements Database.Batchable<sObject> { global System.Iterable<sObject&...
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1answer
19 views

is it possible to place repeat block in classic email HTML template?

I am building an email template using HTML and I was wondering if I can place a repeat block in HTML to view a list of rows. I know if I use Visualforce template I can achieve my goal using apex: ...
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1answer
22 views

Not Able to get fields from controller to Email Template when the mail is sent from scheulder

It would be great if I could get help with the below requirement that I have to achieve. The requirement is that I run a scheduler in a custom object called Project__c. Around 20+ projects pass the ...
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1answer
120 views

Template marketing cloud : I would like to unlock full html, so that i can personnalize my template with class and tables

I used a marketing cloud template and I want to custom it with extra html (to make it renders well on a specific email client). The thing is that when i click on code view > toggle 'show full html'> ...
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16 views

Merge value is not showing up in email send out

I have set up email template using several merge fields, but only fields from {!Account} that are shown in the email body. the email as follow Hello {!Contract.OwnerFullName}, We would like to ...
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1answer
13 views

how to retrieve the previous email template?

I recently changed the email template however i want to see my previous email template. Can anyone suggest on this how we can retrieve the previous email template?
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26 views

Marketing Cloud _click LookupOrderedRows in AMPScript

I have a anchor href link on my Email. I am tracking the click activity on the link. When the link is clicked, is there a way to lookup the _click database using AMPScript LookUpOrderedRows or ...
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1answer
41 views

Need a way to change email address link depending on sender profile marketing cloud

I have an email link icon in the footer of my email template. I want to be able to change the link of the email address in the footer dynamically depending on the 'from email' of the sender profile in ...
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1answer
44 views

Ampscript Block If/Then With Null Value

So I have the following Ampscript block at the header of my email: %%[ Var @current_term_end_date, @rows if Rowcount(@rows)>0 then Set @row = Row(@rows, 1) Set @current_term_end_date = ...
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20 views

Email information of Child Object while creating Parent object Record

We have two Custom Object having MD relationship Query (Parent) Questions (Child) Now, we have created a record for Query (Parent) and added multiple questions in Questions Object(child). We have ...
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2answers
39 views

Can't get the value of “relatedto” when sending email through customer portal

I have visualforce email templates for reset password & welcome email for community users. But relatedto fields are not displaying in the email template. Is it a salesforce issue? <messaging:...
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0answers
63 views

Custom object doesn't appear in “Related Entity Type” dropdown for Lightning Email Template

When I go to create a Lightning Email Template, a custom object I recently created doesn't appear alongside other custom objects in the list of objects available for merge field filtering. What do I ...
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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- ...