Steps to Create a New Email template are as follows:
- 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’.
- Enter Email Subject text.
- Choose Recipient Type Object, for this example we choose Contact object.
- Choose ‘Related To Type’ as Account object for this example.
- Save.
- Choose ‘Edit Template’ button to change the content of the email body. We could use the merge fields in the content and in subject.
Can we use email template in apex class to send email?
I have gone through your question. Yes, you can use the email template in the apex class to send email. Please go through the code given below. I hope you find the above solution helpful.
How to create email templates 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. For this example, we use ‘Test Account Alert Email’. Enter Email Subject text.
How to pass data from apex to a Visualforce template?
If you're using a Visualforce email template, you define how you want your data to be formatted / displayed when you create the template. To pass the objects to fill those fields, you use the "Recipient" and "RelatedTo" attributes when you call the template object from APEX.
How to send a test email using email template?
EmailTemplate tpl = (EmailTemplate) [SELECT Id, Subject, Body FROM EmailTemplate WHERE Name = 'Enroll Email' LIMIT 1]; mail.setPlainTextBody = 'This is test email message.'; Or in the Email has some dynamic value, sending the hyperlink with record Id of the object.
How do I use 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.
Can I use Lightning email templates in Apex?
Hi, Lightning email templates are stored under 'Email Template' and this should work with SingleEmailMessage as well. Also haven't seen any limitations to use the lightning template in apex in the below documentation link.
How do I use an email template for a custom object in Apex?
If you want to send merge fields of a custom object from Email template via apex you must have to follow the following steps in below.Create a Custom Object and Relationships fields. ... Create Records of Custom Object. ... Create Email Template with Merge Fields of Custom Object. ... Create Apex Class to send Email. ... Output of Example.
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 use Lightning email templates?
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...
Can we use lightning email template in workflow?
You and your users can use the Lightning Email Template Builder directly (providing they use Lightning). It works with merge fields in email alerts, Workflow, Process Builder, Flow, Approval Processes and more.
How do I attach a document to an email template in Salesforce?
Go to the Email tab. Select the Email template that you wish to add an attachment to by clicking on the Insert, create or update Template button. Select Insert Template. Click the Attach file button and select the file you wish to attach to the template.
How do I convert classic email templates to lightning?
To convert Classic email templates to HML email templates:Open the Classic email template.Copy and paste the content into a new Lightning email template. You can use either the Email Templates page or the email composer.Remove existing SML merge fields or replace them with equivalent HML merge fields.Click Save.
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 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 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.
How do I edit email templates in Salesforce?
Customize the Email Address Change TemplateFrom Setup, enter All Experiences in the Quick Find box, and select All Experiences. ... Select Administration, and then select Emails.Under Email Templates, click. ... Under Email Templates, click. ... Click Save. ... To make customizations, edit the email template.