Check the 'Allow Activities' checkbox under the Optional Features section on the custom Object's edit page. If you do not have that checked then the Object won't come up in the Related to Record picklist. I don't recall in which documentation I read that, but I just verified it in my DE.
Full Answer
Why can't the recipient of a Visualforce email view the template?
The recipient of a Visualforce email would need to be able to login to your Salesforce to view that template, making this resolution less scalable. You could try posting on the message boards at Salesforce Developers to locate assistance with this matter.
Why can't my email template pull all records from a list?
Multiple records can be in that related list and the system can't tell what record you want it to pull into the email template, it's also not possible for the email template to pull ALL of the records. In order to pull information into an email template there must be a lookup field to that record, much like Contacts lookup to Accounts.
Can I use the merge field in an email template?
I don't believe the merge field will work in an email template unless the Loopup field is a master-detail. A common workaround is to create a hidden formula field on the parent object and reference that in your email template. The formula field for you would just be {!Company__r.Description}, for example.
How to add a Hidden Formula field to an email template?
You can, however, create a hidden formula field on the page layout that pulls the value from the lookup field. Then include the hidden field in the email template. You need to sign in to do that.
How do I get a record link in an email template in Salesforce?
Learn how to add a hyperlink to an image or text in email templates....Salesforce: Email Template with HyperlinkCreate the email template. Create the email template as per normal, add all merged fields needed.Case Number hyperlink. ... Account Name hyperlink. ... Sending Email.
How do I preview an email template in Salesforce?
1 AnswerCopy the relevant content out of the Visualforce Email Template into a Visualforce Component.In your Email Template, reference the component e.g.
In Salesforce ClassicOn the page where you add the content or the body of the HTML Email Template, highlight a text.Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box.Click OK to save the link.Click Save to save the template.
In Lightning, users can write an email and create templates directly from records. When sending an email directly from a record in Lightning, 'Send Test and Verify Merge Fields' is unavailable, but you can preview the email by clicking the eye icon.
Perform Send PreviewChoose the checkbox next to the name of the email or click the name of the email.Click Send Preview.To preview the email, choose the subscriber.Select a From Name.Complete the header and footer section.Click Generate Preview.More items...
Go to email alerts and click on the column email template name to order the email templates and then you can search for you specific template. Then click on the email alert description to see which Wf rule is using the template.
Modify or Create Email Templates in Lightning ExperienceFrom the App Launcher, select Email Templates.Click New Email Template and enter a name.Click Select Folder, select a folder, and click Select Folder.Compose the email to use as your template.Click Save.
Nearly all standard and custom fields are available as merge fields. In the email composer, click the merge field button to see the merge field picker. Select a merge field and click Insert. Click the Template button and select Save as new template... to save your email as an email template you can use in the future.
Create Text Email Templates in Salesforce ClassicDo one of the following: ... Click New Template.Choose the Text template type, and click Next.Choose a folder in which to store the template.To make the template available for use, select the Available For Use checkbox.Enter a name in Email Template Name .More items...
Click New Email Template.Enter the template's name.Add a subject. ... If you want, select an item from the Related Entity Type dropdown list. ... If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items...
Using the Email Alert in the Action In flowFirstly, Go to Setup -> Search Flow->Choose Flows -> Click New Flow.Secondly, choose the Type of flow you want to create; you can use any flow here as per your requirement. ... Now to Include Email In the flow, Click on the Plus sign and Select Action.More items...•
To send email from your flow, either call an email alert action or create the email in the flow. Send an email by using a workflow email alert to specify the email template and recipients. The flow provides only the record ID. Send an email by specifying the subject, body, and recipients in the flow.
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