You can add text, merge fields, and attach files in all these types of email templates. They use Salesforce Merge Language (SML) to insert merge fields. These templates can be used in Workflow Rule, Process Builder, or Flow to send email alerts.
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 do I create a formula field in an email template?
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.
What are merge fields in Salesforce?
Merge fields are placeholders in an email that is replaced with the Salesforce data when the email is sent. Utilize merge fields to personalize emails that are sent from a template in order to make the process of sending individualized emails simpler and faster.
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.
How do I add related fields to an email template in Salesforce?
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.
How do you add fields in Lightning email templates?
Use Merge Fields in Email Templates (Lightning)Navigate to the App Launcher (9 dots in left corner)Search for "Email Templates"Select Email Templates from the list.Create a new template by selecting "New Email Template" in the top right corner.
Can we use formula field in email template Salesforce?
You need to add {! } around your formula field. You can use this for any formula operator ( LEFT , FIND , etc.). Although you could use this method for the HYPERLINK operator as well, I would recommend just putting the hyperlink directly into the email template, since the formatting allows for HTML.
What can an email template contain in Salesforce?
In Salesforce Classic, you can create four different types of email templates: text, HTML with Classic Letterhead, custom, and Visualforce. All of these email templates can include text, merge fields, and attached files. You can create plain-text email templates to send to recipients who can't read HTML email.
How do I create a custom email template in Salesforce?
Required Editions and User PermissionsDo one of the following: ... Click New Template.Choose Custom (without using Classic Letterhead) 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...
What is merge field in email template?
A merge field is a placeholder in an email template or letterhead. When you send the email, the placeholder is replaced with the Salesforce data from the record or records of the people you are emailing. When using merge fields, it's a good idea to understand how they work and what to expect in your merged emails.
How do I add condition to an email template?
For the Section that you wish to be condition, select the icon. Under the Condition Set heading, select Add Condition Set. Select the Edit icon . The Condition Set window will display.
How do I merge fields in Salesforce?
To find the merge field name for an object or field in Salesforce, visit the object or field's detail page and refer to Field Name . To incorporate merge fields, use the editor in the respective feature. Salesforce provides valid merge fields in each editor for all related standard and custom objects.
What can email template contains?
Email templates can contain content substitutes, such as e-marketing, links, unique codes of special offers, and the name and surname of the client (i.e., user-specific information). When sending messages, the server substitutes the actual content for the replacements.
Can we add table in HTML email template in Salesforce?
Is it possible to add a table to an email template? Hi, You need to create a Visualforce Template type email template for this. In the same, then you can create Apex:Datatable or simple html table.
How do I manage email templates in Salesforce?
Click the name of any email template to go to the Classic Email Templates page.To edit or delete a template, click Edit or Del next to the template name in the list.Click New Template to create any type of Classic email template.More items...