How can we query email templates in Workbench in Salesforce ? In the Workbench and you use the SOQL Query option from the Queries menu and then run a SOQL on the EmailTemplate object to find the subject of the email template. Example, Log In to reply.
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How to check which email template is being used by Salesforce?
You can use Salesforce Happy Soup, which provides 100% free Salesforce Impact Analysis. Happy Soup will tell you which email alerts are using your template, as well as which apex classes are using SOQL against the EmailTemplate object. PS: I'm the creator/owner of happysoup.io and I'm not trying to sell you anything.
How to add more fields to an email template?
EmailTemplate templateId = [Select id, from EmailTemplate where name = 'Waitlisted opportunity now open']; you can put more fields of email template if you check in Eclipse IDE. Hope this helps. Thanks for replying, but the question you answered isn't the question that I asked. My question is more:
Does Salesforce figure the data for all objects in a template?
Since Salesforce figures the data for all of the objects in a template on the fly, I was hoping that they'd exposed a method that would allow me to generate the same query they would use. Otherwise, solving this problem is non-trivial due to the number of mappings that would be required. Any help is appreciated!
How do I create a template for an email?
On the EmailMessage, use the setTargetObjectId (a lead, contact, or user ID) and/or setWhatId (an account, opportunity, etc), as well as setTemplateId to specify a template. When you send the email, the template will be merged with the contact, lead, or user record identified in setTargetObjectId, as well as with the entity specified in setWhatId.
How do I query a custom email template in Salesforce?
Try out this SOQL query to get a specific Email template : EmailTemplate templateId = [Select id, from EmailTemplate where name = 'Waitlisted opportunity now open']; you can put more fields of email template if you check in Eclipse IDE. Hope this helps.
How do I query a classic email template?
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. For this example, we use 'Test Account Alert Email'.
How do I check email templates in Salesforce?
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.
How do I manage email templates in Salesforce?
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. If you have the “Manage Public Classic Email Templates” permission, you can click [Change] next to the Author field to select a different author.
How do I view email templates in Salesforce lightning?
You can see a list of all lightning email templates by:clicking on the App Launcher in Lightning.scrolling past the list of apps to the list of object.click on Email Templates.
What is setTargetObjectId in Salesforce?
setTargetObjectId(targetObjectId) is used while sending email from Apex code using SingleEmailMessage. Required if using a template, optional otherwise. The ID of the contact, lead, or user to which the email will be sent.
How do I find email templates?
To use an email message template, use the following steps:Select New Items > More Items > Choose Form.In the Choose Form dialog box, in Look In, click User Templates in File System.The default templates folder is opened. ... Select the template, and then click Open.More items...
How do I use a flow email template in Salesforce?
Firstly go to Setup-> search template -> choose Classic Email Templates-> click on New Template button. After that, select Text option for 'type of email template'. Enter template name, keep the other defaults. For this example, we use Test Email.
What can an email template contains 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 manage email templates in Salesforce lightning?
From Setup, enter Permission Sets in the Quick Find box. Then, select Permission Sets.Click one of the standard permission sets, and click System Permissions.Click Edit, select Manage Public Lightning Email Templates, and click Save.
How do I view a template in Salesforce?
View or Modify a TemplateFrom the content library, select the template you want to modify.To edit the template, click Edit and drag blocks.To change existing content areas, hover over the content area, click down arrow, and select Edit.When finished editing the template, click Save.
How do I manage a template in Salesforce?
Manage Templates in SalesforceFrom Setup, in the Quick Find box, enter Quip , and then select Quip.From the Template Manager, select a Salesforce object, and click See Object Templates.To preview an object's embedded documents, click the document title. ... To mark an embedded document as a template, click.More items...