Slaesforce FAQ

how to deploy email templates in salesforce using ant

by Vergie Purdy Published 2 years ago Updated 2 years ago
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Login to salesforce and navigate to “Your Name |Setup | Develop | Tools” and download “Force.com Migration tool”. Unzip the downloaded file to the directory of your choice. Copy the “ant-salesforce.jar” file from the unzipped file into the ant lib directory. To start with deployment using ANT, we will need “build.xml” and “build.properties” file.

Full Answer

How do I deploy an ant application using the Ant Migration Tool?

Open a command window in the sample directory. Enter ant deployCode. This runs the deploy API call, using the sample class and Account trigger provided with the Ant Migration Tool. The ant deployCode calls the Ant target named deploy in the build.xml file.

How do I deploy Salesforce apex to a production Org?

In addition to the Salesforce extensions for Visual Studio Code, you can also use a script to deploy Apex. Download the Ant Migration Tool if you want to perform a file-based deployment of metadata changes and Apex classes from a Developer Edition or sandbox org to a production org using Apache's Ant build tool.

Where is the ant lib directory in Salesforce?

The lib directory is located in the root folder of your Ant installation. You don’t need to copy the new jar file to the Ant lib directory. Open the sample subdirectory in the unzipped file. Enter your Salesforce production organization username and password for the sf.user and sf.password fields, respectively.

Where are emailtemplate components stored?

As per the documentation, EmailTemplate components are stored in the email folder in the corresponding package directory. For example, for an email template named SampleTemplate in the sampleFolder folder, there’s a SampleTemplate-meta.xml in the email/sampleFolder of the package.

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Can we deploy email template in Salesforce?

You can share your email templates across the Salesforce ecosystem. Test your Lightning email templates, flows, and automations like email alerts in a Sandbox environment. Then add your tested files to change sets and deploy them to a production environment.

How do I deploy an email template in XML?

Use Salesforce Package XML generator in VSCode to generate a package XML with all your email templates. In the tool, select EmailTemplate checkbox, let it pull the metadata into the xml file, then copy then package. xml file to your clipboard. Save/merge that with your existing package.

How do I upload an email template to Salesforce?

3:534:46Import a Custom Email Template to Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick this button and choose insert a template from this drop-down menu choose classic emailMoreClick this button and choose insert a template from this drop-down menu choose classic email templates and click the previously created email template done the email is here.

How do I enable email templates in Salesforce?

If you need file access, we let you know.Open the record from which you want to send email.Click the Activity tab, then click the Email tab.To insert a template, click the Templates icon. Select the template you want and its contents appear. ... Edit your email as needed, then preview and send.

How do I query an email template in Salesforce?

Go to Setup-> search 'template' -> choose 'Classic Email Templates'-> click on 'New Template' button. Select Visualforce option for 'type of email template'. Enter template name, keep the other defaults.

How do I download an email template from Salesforce?

Select Show all Salesforce Objects (to make sure you see all objects). 5. Select Email Template (EmailTemplate)....To export email templates using Data LoaderOpen Data Loader. ... Click Export or Export All.Login with either OAuth or Password Authentication.

How do I upload a template to Salesforce?

On your Salesforce dashboard, click the gear icon in the top right corner of the page and then select “Setup.” On the next page, on the left side menu, click open the “Email” option and then select “Classic Email Templates.” On the Classic Email Templates page, select “New Template.”

How do I use HTML email templates in Salesforce?

To create a custom HTML email template:From Setup, enter Email Templates in the Quick Find box, then select Email Templates.Click New Template.Choose Custom (without using Letterhead) and click Next.Complete the email template fields, and then click Next. ... Enter the HTML source text (with HTML tags), and click Next.More items...

How do I attach a template to an email?

Insert templatesOpen Gmail and click Compose.Click More. Templates.To insert a template, under Insert template, choose a saved template to insert in your email.Compose the rest of your message and click Send.

What are the 4 types of email templates that can be created 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.

How do I use classic email templates in Salesforce?

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...

How do I find email template builder in Salesforce?

8:2226:00Using the New Salesforce Email Template Builder - YouTubeYouTubeStart of suggested clipEnd of suggested clipSet if you don't have the permission. Set you won't see this. So i'll go ahead and click the editMoreSet if you don't have the permission. Set you won't see this. So i'll go ahead and click the edit builder. And you'll notice that there are different components.

What is an email template developer name?

The email template developer name used as a unique identifier for API access. The fullName can contain only underscores and alphanumeric characters. It must be unique, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. If this field contained characters before version 14.0 that are no longer allowed, the characters were stripped out of this field, and the previous value of the field was saved in the name field. This field is inherited from the Metadata component.

What is the suffix for email template?

The file suffix is .email for the template file. The accompanying metadata file is named EmailTemplateName-meta.xml.

What does "required" mean in email?

Required. Indicates whether this template is offered to users when sending an email ( true) or not ( false ).

What version of ant migration tool is used in Salesforce?

If working with Ant Migration Tool version 36.0 to 50.0, for enhanced security, we recommend Java 7 or later and a recent version of the Ant Migration Tool (version 36.0 or later). Starting with version 36.0, the Ant Migration Tool uses TLS 1.2 for secure communications with Salesforce when it detects Java version 7 (1.7). The tool explicitly enables TLS 1.1 and 1.2 for Java 7. If you’re using Java 8 (1.8), TLS 1.2 is used. For Java version 6, TLS 1.0 is used, which is no longer supported by Salesforce.

What is the ant deploy code?

The ant deployCode calls the Ant target named deploy in the build.xml file.

What is an ant migration tool?

The Ant Migration Tool is a free resource provided by Salesforce to support its users and partners but isn't considered part of our services for purposes of the Salesforce Master Subscription Agreement.

How to verify ant and jdk are installed correctly?

Verify that the JDK and Ant are installed correctly by opening a command prompt, and entering ant –version. Your output should look something like this:

What version of TLS is used in Salesforce?

If you’re using Java 8 (1.8), TLS 1.2 is used. For Java version 6, TL S 1.0 is used, which is no longer supported by Salesforce. Alternatively, if you’re using Java 7, instead of upgrading your Ant Migration Tool to version 36.0 or later, you can add the following to your ANT_OPTS environment variable:

What TLS does Ant use?

This setting also enforces TLS 1.1 and 1.2 for any other Ant tools on your local system.

Where is the lib directory in Ant?

The lib directory is located in the root folder of your Ant installation. You don’t need to copy the new jar file to the Ant lib directory. Open the sample subdirectory in the unzipped file. Edit the build.properties file:

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