You can access and display child record details in the email template of a parent is to use Visualforce Email Templates. https://salesforce.stackexchange.com/questions/95408/access-child-objects-fields-in-visualforce-email-template http://www.infallibletechie.com/2013/05/visualforce-email-template-with-custom.html
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.
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 access the values of related objects in email templates?
You can't access or use the values of any related object in email templates, you might have to create formula field to bring down the value from parent to the object on which the email template is target. You can access and display child record details in the email template of a parent is to use Visualforce Email Templates.
How to access and display child record details in email template?
You can access and display child record details in the email template of a parent is to use Visualforce Email Templates. I hope it helps you. Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
How do I add a field to a Salesforce email template?
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.
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 use a field in an email template?
How do I use custom fields in email content?1.) Open the email composer and compose your email. ... 2.) Tap on Custom Fields and select the specific field you wish to insert.3.) Tap on Send and select preview to review your email before sending.
How do I add merge 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.
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 create an email template with fillable fields?
3 AnswersCustomize the ribbon in outlook to show developer ribbon.Then click "design a form". Choose your template, or another.In the field chooser, click New.... Create the field.Drag the field into the template. Right click the dragged in field and click properties. Click the validation tab and take it from there.
What are merge fields in email templates Salesforce?
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 make an editable email template?
Create an email message templateOn the Home menu, click New E-mail. ... In the message body, enter the content that you want.In the message window, click File > Save As.In the Save As dialog box, in the Save as type list, click Outlook Template.In the File name box, type a name for your template, and then click Save.
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...
How do I create a mass email template in Salesforce?
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...
How do I add custom labels in Lightning email template?
1. Add custom labelsGo to Setup | Create | Custom Labels.Click New Custom Label to create a new label.In the Short Description text box, enter an easily recognizable term to identify this custom label. ... In the Name text box, enter the name the label uses. ... In the Value text box, enter the text to be displayed.More items...