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Questions tagged [template]

The tag has no usage guidance.

0
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0answers
26 views

Is it possible to create a template for cloudpages?

Does anyone know is it possible to create a template (similar to an email template where I can put the code in behind, and have blank slots for users to pull content blocks into). Also, Id like to ...
0
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0answers
16 views

Formula field in word template mail merge

I'm trying to include a formula field in my word template to do mail-merging but my formula field does not appear. Other custom fields shows properly but not my formula fields. Any help?? Thanks in ...
0
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0answers
16 views

Lightning Activity Email template with junction

How do I make a template for a record's Activity > Email tab in Lightning so that the user can send the record's info (including info related by junction) to other users and to email addresses ...
0
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0answers
11 views

Issue unwanted blank page is created in CPQ Quote template?

I am working with CPQ Quote template. In my Quote template, a blank page is created unexpectedly. I tried to remove it by using, removing space in the content, removing the margin from content, ...
0
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0answers
19 views

HTML Source bug sending Rich Text field in VisualForce Email Template

Background We are using Lightning. I need to create an email template that a user can use on a custom object's Activity > Email tab. The object records meeting minutes and includes a rich text ...
1
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1answer
36 views

Custom Font not working In Custom HTML email template

I have created static resource and included ttf file for gotham font, when I used below code in visualforce page it is rendering as expected. but when same I included in custom html email template it ...
0
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0answers
10 views

Salesforce Regular Quote Template - grouping question (not CPQ Quote)

Ann associate of mine asked a similar question over at Salesforce site, but I thought I would ask it here to see if some additional help: Using the regular Salesforce Quote Template (no CPQ being ...
0
votes
1answer
35 views

Workflow - Error - Visualforce email template - External image

I'm getting a weird error when trying to use my workflow to send out a visualforce email template. The visualforce email template generates a PDF attachment (from VF component) and works fine when I ...
1
vote
1answer
16 views

HTML error in VisualForce email templates

I created an email template in HTML and want to use this for a visual force email template. When inserting the HTML my code gives many syntax errors. When using the same HTML in a regular HTML ...
0
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1answer
65 views

HTML template in marketing cloud

I created a template in marketing cloud using own html. While editing this template, in the layout view 'block', 'content' and 'layout' everything is non usable/editable and I can edit the template ...
4
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0answers
69 views

LWC: Add a region in custom community theme

I would like to add a region in my custom community theme. For now I am only able to add my LWC components in the body area and would like to know how I can declare regions in my theme to accept LWC (...
-1
votes
1answer
9 views

Visualforce email template IF condition for Second Opportunity Owner field

I have an email alert that goes out when an Opportunity is changed to Closed Won and it says who the Opportunity Owner is. Sometimes, a second salesperson is involved in the deal, so I have a field ...
0
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0answers
53 views

Custom Lightning Record Page Template not showing up in Template Switching Wizard

Built a custom lightning record based on the code here (the "Making a Record page with collapsing regions" one). It shows up under Custom when i go to build a new lightning record page but when i go ...
0
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0answers
103 views

Custom Lightning Page Template - Resize Columns

Having an issue with a custom lightning page template. Took this template from the developer blog that includes a collapsible sidebar. Works great for most lightning component elements but List Views ...
5
votes
2answers
139 views

Syntax guide for working with Salesforce Web Components

I am struggling to find any syntax documentation related to building a Web Component, and could really use some help. For example, in my JS file I make a call to a custom APEX api that returns a ...
1
vote
1answer
41 views

Change a variable without showing it in ISML

Is it possible to change a variable in ISML without showing it? Here is what I tried: <isset name="sessionVar" value="${1}" scope = "session"/> ${session.custom.sessionVar} <br/> ${...
1
vote
1answer
1k views

Using arithmetic comparison in if:true statement in Lightning web component [duplicate]

I came to a situation where I want to render a text based on there index value. So, Let's assume I am having a loop which is having an index variable and I want to show some specific text if the index ...
0
votes
1answer
27 views

Calling Email template in Visual Force page using Iframe

I'm new to this sales force platform.I'm facing the problem to call the email template in visual force page using iframe. my code look like this. <apex:iframe id="previewFrame" title="HTML ...
0
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0answers
23 views

Need help getting records from a custom object [duplicate]

looking for some help with this. I have a custom object named Annual_Sales_Targets__c with a master detail relationship to Contracts. When a contract is activated, a workflow will kick off and send ...
1
vote
0answers
228 views

Error when trying to deploy Lightning Page: “Error: You can't change a Lightning Page's associated template”

Relatively new to the SFDC world and I've come across this issue when trying to deploy Lightning pages to a new sandbox. When deploying my lightning page via workbench I get the following error: ...
-4
votes
3answers
61 views

test class failure

public void gettemplatebody() { if(selectedtemplateName!='Select Template') { Emailtemplate selectedtet=[SELECT id,Name,subject,body,htmlvalue,markup,templatetype FROM ...
1
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0answers
26 views

Search bar doesn't work on pressing `Enter` keypad in Community

I have a community with template Customer Account Portal. It has a global search bar which is built on Search template page. Community page looks like this Now When I enter searchstring in search ...
2
votes
1answer
22 views

Duplicate Rule not firing for sample data Installed from Trialforce Template

I found out today that a duplicate rule on one of my objects does not fire. After doing a lot of testing I found out that it only doesn't fire for records which were installed as sample data when the ...
0
votes
1answer
48 views

Dynamic Contract Templates generation

We're willing to automate the creation of the Contract Pdf sent to the client in order to get a subscription package to our services. We've checked some existing solutions in AppExchange like Conga\...
0
votes
1answer
134 views

How am I able to get Opportunity Team Members onto an Email template?

I would like members from the Opportunity Teams from Team Role 'Solutions Consultant' only, to be displayed on an HTML Visualforce email template. I would like the code to have the same format as: &...
0
votes
1answer
208 views

Visualforce email template issue

I created a visualforce email template that we use with our quote approval process, however some of the merge fields are not showing up on the email when submitted by certain users. I used to have ...
0
votes
2answers
279 views

CPQ - Template Section - Group Field - Sorting

I am in the process of using the Group Field in the Template Section object to Group a Line Items section, and am hitting an issue. It seems to be grouping in alphabetical order of the picklist ...
0
votes
1answer
342 views

Is it possible to have a background image in Napili template community through point and click?

I am trying to insert a background image for the entire home page and I need to put a rich text editor component over the image with a welcome message. In branding, I am not able to find an option to ...
1
vote
1answer
255 views

How to send custom email template in batch?

I work in higher education. We have a custom object, Application, and a custom email template, to send emails to applicants based on the information in their Applications. I was given a list of ...
0
votes
1answer
30 views

Email Template - Block Repeat

I am trying to come up solution where one can have a repeating block in a template. So then user can add as many blocks. For example <table> <block> <tr><td>adasdasd</td&...
-1
votes
1answer
40 views

Email Template calling in the single email methos

I want to call Email template in single email method i am using the below code but this is not working. the Query for email template is not working.please check this help will be more appreciated. ...
0
votes
1answer
467 views

Creating a FlexiPage with api version 38.0

i'm having troubles creating a FlexiPage from the API. Here is my code: <?xml version="1.0" encoding="UTF-8"?> <FlexiPage xmlns="http://soap.sforce.com/2006/04/metadata"> <...
0
votes
1answer
583 views

How to display Mile stone tracker in record detail page

we are going to setup entitlement process in our org.we created templates as well as Entitlement and milestones. But now as per standard we are able to display milestone tracker in case feed page. ...
0
votes
3answers
434 views

Visualforce Email Template Not Returning Child Records In Table

Have a visualforce email template (that I had a lot of help with) that works in the "Send Test And Verify Fields" using a record ID# to test, but when the workflow calls the template for an email ...
2
votes
2answers
2k views

Creating custom Community Template

Is it necessary to use the templates (Kokua, KOA, Napili) provided by salesforce for building community or we can create our own community templates? If yes, how is it possible. i am unable to find ...
0
votes
1answer
552 views

Email Template Custom Font

Is there any way to add a custom font on an email template? @import works on some email clients, but not on GMAIL for example, same as @font-face or any CSS approach I've taken. I've also tried copy/...
0
votes
1answer
211 views

getcontent() method not working, while generating the CSV file , no data (content) exit in csv

I'm trying to create a csv file attached to a visualforce email template. When i comment "strOut = new PageReference(requestURL).getContent().toString(); " then it generate a CSV file with no data. ...
0
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0answers
365 views

Test Controller for Visualforce Email Template Component - How? [duplicate]

I have a controller that does simple queries of data for a visualforce email template. Not setting or computations, simple queries for list lines. How do I test this? public class ...
2
votes
1answer
96 views

Visualforce Email Template PDF Attachment - Hide Table base on query result

I have a PDF attachment created via visualforce email template. I have a controller grabbing all quote line items, but would like to section off the line items based on a field (which I was able to ...
0
votes
1answer
527 views

Why are images not displaying in HTML template?

I have created a quick email template just to see how it will look using a blank template and adding text and images in to the template. However when I add images which have been uploaded to the ...
0
votes
1answer
46 views

Workflow email template

I was trying to put a formula inside email template. Example: If User is A, then 'the customer', else <current user> Is it possible to that? any ideas will be helpful,
1
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0answers
26 views

Add lead attachments to email template without Apex / VisualForce

I have set up a workflow to send an email to the lead owner on lead creation. I would like to add the lead's attachments to the email. Without VisualForce or Apex please, as I am a mere mortal with no ...
2
votes
1answer
329 views

Quote Line Item Description vs Product Description

I don't understand the relationship between Product Description and Quote Line Item. They seem to be the same, yet they're not. I'm trying to create Rich Text description for a Line Item In a Quote ...
3
votes
0answers
78 views

Update object through Visualforce email template

I have a scenario where I have a custom object to store temporary keys. In my Visualforce email template, I fetch a key and inserts into the email and that works great. But, I need to be able to set ...
2
votes
0answers
682 views

How do I export a Community Template from the Lightning Community Builder?

In the Salesforce Winter '17 "Using Templates to Build Communities" Docs (http://resources.docs.salesforce.com/204/11/en-us/sfdc/pdf/community_templates.pdf) the steps for exporting a Community ...
0
votes
1answer
57 views

Images in Email Template don't show in Preview

We have a set of email templates with letter head and images. We want to display a preview of the selected template so we query the EmailTemplate object, assign the htmlValue field value to a var that ...
1
vote
1answer
441 views

DocuSign Integration Java Script Button

I have a button that when fired sends the document to ALL recipients at once. The Roles on the Template match the DuS Admin Setup Roles in SF. The email addresses shown are just for testing. Below ...
1
vote
1answer
58 views

Inline Visualforce page with AngularJS Templates throwing CORS Error

I'm working on an embedded VF page single page app and attempting to setup routes using ui.router ($stateProvider). I would like to break apart my views into inline templates but place them outside ...
0
votes
0answers
21 views

Image not getting display in Custom Email Template [duplicate]

I have created a custom email template and added image into the html version <img src="https://c.ap2.content.force.com/servlet/servlet.FileDownload?file=01528000001HUDq" alt="Company Logo" height="...
0
votes
1answer
4k views

Override background image/color in the community using the Napili template

I've been testing the customization capabilities of communities with napili template. One of the very basic things I cannot easily do is, branding. I can update the logo, but not the background. It ...