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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11
votes
1answer
650 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 ...
8
votes
0answers
273 views

Salesforce doesn't merge fields on email sent in platform event context

I have a process that runs every day in the morning. It is a scheduled class that publishes a platform event. When this event is run by the system, it collects some records and sends emails to some ...
8
votes
1answer
151 views

How can I reproduce the EmailAuthor native SFDC application?

I'm comfortable with sending emails using APEX and using mailmerge within that process. What I want to do now is load an email template, mailmerge it automatically using a predetermined contact ID and ...
5
votes
1answer
4k views

Print AMPscript Variable inside HTML <tag> as attributes

So I am using ExactTarget templates and content areas to build my emails. In my templates I have AMPscript variables defined in the < head > and that will determine how elements in my content areas ...
4
votes
1answer
833 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 ...
4
votes
0answers
668 views

Can we conditionally render text in a non-Visualforce email template on a picklist?

I'm working on designing an HTML template as a possible workaround to a problem with Visualforce templates refusing to send when triggered from a workflow rule where the ownership changes, and the old ...
3
votes
1answer
32 views

Which user applies to the execution context when executing messaging.sendEmail?

I have a field that is used in an email template for which no FLS is granted in any profiles. The Apex code that sends the email using messaging.sendEmail() is invoked from a trigger so I assume it ...
3
votes
1answer
576 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 ...
3
votes
0answers
167 views

Email Template - SObject row was retrieved via SOQL without querying the requested field: Serial_Number__c.Template_Item_Displayname__c

I have the following in an email template, which works: <!-- template item display name --> <apex:outputText rendered="{!NOT(ISBLANK(relatedTo.Template_Item_Displayname__c)) && NOT(...
3
votes
1answer
64 views

Best approach to translating numerous email templates

The Problem: I have approximately 30 different email templates that are being sent out to applicants during an application process. Applicants have 3 language options: English, French & Portuguese....
3
votes
0answers
223 views

Make Chatter Profile Photo available externally?

I'm working on making some email templates, made of various visualforce components. One of these includes some information about a user they'll be interacting with. Additionally, this component ...
3
votes
0answers
958 views

Email images not displaying ONLY in Outlook Desktop

EDIT: I posted a similar question (attacking this problem from the Outlook end) over at Super User: link I have an email template that uses a letterhead with an image (document) at the top. I have ...
3
votes
0answers
110 views

Un-Escaped HTML for Variables in Guide Template Language Not Working

We have HTML templates in ExactTarget that use variables passed in via the REST API. The variable contains text with HTML entities. I read the following documentation for the Guide Template Language....
3
votes
0answers
125 views

Visualforce Email Template Page Break

Is there any way to force email template to continue as a second page ? I tried "page-break-before:always" "page-break-after:always" but it does not work for me. What can i do to add page break to ...
3
votes
0answers
1k views

Edit Custom Email Template before sending

I've setup several template emails that are the custom format. I'd like to be able to choose this template from a lead and edit before sending. Right now when I click the custom template it doesn't ...
3
votes
0answers
522 views

Mulilingual portal reset password notification email

I implemented the logic to reset a partner portal user password from a visualforce page. The form successfully resets the partner user's password and sends an email using this code in the ...
3
votes
0answers
2k views

Effect of disabling “Send welcome email” checkbox in Customer Communities?

when you edit a Customer Community config and click the Email tab, you get the following setting: However, I've found that when I uncheck this checkbox, that same email template is still sent to new ...
3
votes
0answers
142 views

What is the order of assignment/autoassociate and auto response with web-to-lead?

I have a scenario, I need to auto associate new leads into campaigns, and send a customized email to them. The auto-assignment and the auto-association both work perfect. However, the HTML template I ...
3
votes
1answer
406 views

Email Template {!Receiving_User.Name}

I want to send email to all the users in a public group from initial approval action. How can I refer individual user's name in the email template? I tried {!Receiving_User.field_name} merge field in ...
2
votes
0answers
31 views

Are URLs for Salesforce files brittle?

I'm using Salesforce Files with enhanced letterheads with a URL like the following: <img alt="Company_letterhead_header" src="https://my-domain--c.na191.content.force.com/file-asset-public/...
2
votes
0answers
35 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 ...
2
votes
0answers
62 views

Yes/Maybe/No buttons not appearing for ICS calendar visualforce email attachment

Background I am using <messaging:attachment to generate a .ics calendar invite as an attachment as part of a visualforce email template. <messaging:attachment filename="invite.ics" renderAs="...
2
votes
1answer
216 views

Accessing SLDS in a Custom Visualforce Email Template

<messaging:htmlEmailBody> <html> <body **class="slds-align_absolute-center"**> <p> All this must be center aligned</p> <p> All this ...
2
votes
0answers
1k 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 ...
2
votes
0answers
53 views

How do I change social sharing icon in marketing cloud used in mailer?

There is a standard block of social share in marketing cloud. I want to change a particular icon (for example instagram icon, existing one is old one). Please let me know how do I change this ?
2
votes
0answers
131 views

which is best approach for custom email alerts, Declarative vs Programmatic?

Object_A and Object_B are two related(Lookup) objects in Salesforce, where A is parent and B is child. Requirement is, when a new Object_B record is created, an email alert should be sent to Object_B ...
2
votes
0answers
20 views

Scheduled Event invitees response template

When we add Attendees in an event then a email is sent out Template to Attendees Email Id. how can i track that template id and how to Modify that Event Response template. Based on that template id i ...
2
votes
0answers
371 views

Preview an Email template in lightning programmatically

There's the publisher API that allows users to interact with Case Feeds in the Service Console. https://developer.salesforce.com/docs/atlas.en-us.case_feed_dev.meta/case_feed_dev/...
2
votes
1answer
513 views

AMPScript, Checking values in a row

Please forgive my beginner level understanding here, I've been thrust into modifying an email that hasn't been touched in a few years, and I've never used AMPScript before. I'll try to keep this ...
2
votes
1answer
127 views

Call getContent() from Workflow Email Alert

I try to call the PageReference's getContent() method from a component that is nested in a visualforce email template. If the template is send via the test button, all looks great. However if I fire ...
2
votes
0answers
603 views

Pardot API and custom fields in email templates

I'm using the Pardot REST API to send emails documented here: http://developer.pardot.com/kb/api-version-4/emails/#sending-one-to-one-emails It's all great but I would like to set custom fields in ...
2
votes
0answers
37 views

Can I use a SelectList in a VisualForce email template?

I have a VisualForce email template which is used to send a list of products to customers. The products are listed in a table in the email and I would like the end column to be a picklist with options ...
2
votes
0answers
261 views

Set User context in Email Template

I would know if it's possible set a "User" for an email template. In a my email template I use {!User.Name}. I have a class and a trigger on CollaborationGroupMember and I send an email each time ...
2
votes
0answers
625 views

Importing CSS & JS into portfolio and referencing them

I need to build email templates and have already been provided with the source code. I have encountered 2 issues: When I try to reference the CSS I have uploaded in the portfolio, SFMC doesnt seem to ...
2
votes
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 ...
2
votes
0answers
403 views

Apex Email result isSuccess true but not receiving any email

I am trying to send automatic reminder emails about approvals which have been waiting over 2 days. So I created a schedulable apex to check ProcessInstanceWorkItems and send email to approver and ...
2
votes
0answers
465 views

VisualForce Email Template as part of a WorkFlow - merge fields not populating for a specific field update

I have the below VisualForce Email Template: <messaging:emailTemplate subject="[Email] #{!relatedTo.CaseNumber} - {!relatedTo.Subject} - {!relatedTo.Contact.Name}" recipientType="User" ...
2
votes
0answers
350 views

Merge field syntax in email templates for Campaign Members

I'm trying to create a basic text email template to use in a workflow rule that will be sent out when a Campaign Member is created. I have read here that there are differences in how the syntax should ...
2
votes
0answers
395 views

Journey Builder/Communities - Welcome Email - Registration URL

We would like to utilise Journey Builder to send the Welcome Email to new community users with the registration link. Salesforce provides this link in email templates via {!Community_URL} and via the ...
2
votes
0answers
972 views

How to add image in email template dynamically?

I have a letterhead that I'll be using for different Email template. On VF page, I have a button which will take the screenshot of the page and store in a rich text field in a custom object. The ...
2
votes
1answer
119 views

Long Community password reset URL is overflowing table in Outlook 2013 html email

I am not finding a solution to get a long URL to wrap inside of a <table> <td> The URL wraps in other email clients I have test but not in Outlook 2013 Here is a small screen grab from ...
2
votes
0answers
127 views

Clarification on SingleEmailMessage changes in Winter '16

Anyone knows the implications of this new method? setTreatBodiesAsTemplate(treatAsTemplate) Optional. If set to true, the subject, plain text, and HTML text bodies of the email are treated as ...
2
votes
0answers
349 views

Merge field not populated in the subject of a Text Email Template

I am facing the following issue: I have specified an email template that points to an Account record. I have included in the body and the Subject both, merge fields. The values in the body of the ...
2
votes
0answers
3k views

How could I do line breaks (/n or /r/n) on Messaging.SingleEmailMessage PlainTextBody?

I know this question is asked before and could found in the below links, (I am posting this as I want to post my code with some changes to the solutions provided in the below links.) PlainText email ...
2
votes
0answers
649 views

email format not consistent with visualforce email template

i'm using visualforce email templates to receive mail but seems the format is not the same as in template when the mail is recieved, used both style and inline style but seems not to work: <...
2
votes
1answer
460 views

SF Communities: Welcome Email not getting populated

I have a scenario where in a 'Welcome Email' needs to be sent a new Community User after the Community User has been created (by converting the Contact to External User). We are using a visual force ...
2
votes
0answers
431 views

Can I direct the detail link in an email template to a specific url

We have all of our users login through a proxy server instead of going directly to login.salesforce.com but when I add a detail link (i.e. {!Opportunity.Link}) to an email template/alert the user is ...
2
votes
0answers
54 views

HTML Email Teamplate Issues SF

In the HTML email template I want to distinguish between internal and external user while sending any email. I tried using If loop and it worked for me but while I try to access certain merge fields ...
2
votes
0answers
51 views

Not able to populate Partner Account field in HTML email template

I want to populate the Partner Account field value in a HTML email Template. This field is a standard lookup field(Account) and available on Opportunity page. while updating the template I do not see ...
2
votes
0answers
334 views

Overriding the “Select Template” button in Email Author

Is there a way to over-ride the "Select Template" button in the Salesforce standard email author page with a custom visualforce page ?

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