How do I create a new trialforce template?
Log in to your TSO. From Setup, enter Trialforce in the Quick Find box, then select Trialforce. Click New Trialforce Template. Describe the template and any optional features.
How to use tags in Salesforce?
•Tag Manager Use tags to group records from various objects by a common theme. Add tags in search criteria to make finding information fast and intuitive. 1. On the top right corner of the record detail page, click Add Tags or Edit Tags. 2.
What features are included in get started with Salesforce Salesforce edition table?
Also, every feature’s 10 Get Started with Salesforce Salesforce Editions Edition Table includes Database.com if the feature is available in Database.com. Use the Salesforce Help, release notes, workbooks, and developer guides for APIs, Apex, SOQL, and SOSL. SEE ALSO: Salesforce Editions
What is temporary MFA code in Salesforce?
Performance,Unlimited, and DeveloperEditions When you can’t access the verification method you usually use for multi-factor authentication (MFA), ask your Salesforce admin to give you a temporary verification code. The code is valid for 1 to 24 hours.
How do I find my Salesforce template ID?
When you are looking at the email template, or editing it, the ID will be in the URL browser address bar. You can highlight it out of there.
How do I access templates in Salesforce?
If you don't have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
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.
What is a template ID?
A Template Id is a string that uniquely identifies a template. This is needed when you want to reference a template from another template, to include its contents. Ids must be unique inside the database.
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...
How do I find Lightning email templates in Salesforce?
Create Email Templates in Salesforce Lightning Click on App Launcher (the 9 dots, in the top left hand corner) and search for Templates in the App menu.
How do I find email templates in Salesforce?
If you don't have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
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.
What is setTargetObjectId in Salesforce?
setTargetObjectId(targetObjectId) Required if using a template, optional otherwise. The ID of the contact, lead, or user to which the email will be sent. The ID you specify sets the context and ensures that merge fields in the template contain the correct data.
What is C++ Templateid?
The template-id is the name of the template with the template arguments list. In your example, templatefunction
What is the id of the web template for a team site?
Group#0 is a site template ID of Team Site with Microsoft 365 Group, it is not only for teams.
What can be templated in C++?
A template is a C++ entity that defines one of the following:a family of classes (class template), which may be nested classes.a family of functions (function template), which may be member functions.
Email Issues
If an email comes into the Case, you may have an alert set to notify the Case Owner, but it does not show up in the Feed until you refresh the whole Case.
The Salesforce Way
So basically what Salesforce is saying in the way they have set up Cases, is that when handling cases you only ever going to have a very simple case with a couple of fields on it and you only ever going to email the person who submitted the Case back and forth until the case of resolved and the Case can be closed.
Code Gotchas
Make sure you set the setting “ Enable Default Email Templates or the Default Handler for Email Action” in Support Settings and choose the Apex Class there.
My Code
1 global class EmailDefaults implements QuickAction.QuickActionDefaultsHandler { 2 3 global void onInitDefaults(QuickAction.QuickActionDefaults[] defaultsList) { 4 for (Integer i = 0; i < defaultsList.size(); i++) { 5 QuickAction.QuickActionDefaults defaults = defaultsList.get(i); 6 7 // Check if the quick action is the standard case feed `SendEmail` action 8 if ( 9 defaults instanceof QuickAction.SendEmailQuickActionDefaults && 10 defaults.getTargetSObject().getSObjectType() == EmailMessage.sObjectType && 11 defaults.getActionType().equals('SendEmail') 12 ) { 13 String actionName = defaults.getActionName(); 14 Id contextId = defaults.getContextId(); 15 16 // check if the related object is a Case 17 // and process it in the same way no matter if it's 18 // a `SendEmail`, `Reply`, or `Reply All` action 19 if ( 20 (actionName.equals('Case.Send_Email') || 21 actionName.equals('Case.ReplyEmail') || 22 actionName.equals('Case.ThirdPartyEmail') || 23 actionName.equals('EmailMessage._Reply') || 24 actionName.equals('EmailMessage._Forward') || 25 actionName.equals('EmailMessage._ReplyAll')) && 26 contextId != null && 27 contextId.getSobjectType() == Case.sObjectType 28 ) { 29 applySendEmailDefaultsForCase((QuickAction.SendEmailQuickActionDefaults) defaults, actionName); 30 break; 31 } 32 } 33 } 34 } 35 36 private void applySendEmailDefaultsForCase(QuickAction.SendEmailQuickActionDefaults sendEmailDefaults, string sendType) { 37 Case c = [ 38 SELECT ContactId, LinkedContID__c, ThirdParty__c 39 FROM Case 40 WHERE Id = :sendEmailDefaults.getContextId() 41 ]; 42 43 EmailMessage emailMessage = (EmailMessage) sendEmailDefaults.getTargetSObject(); 44 45 if (sendType.contains('Reply')) { 46 sendEmailDefaults.setTemplateId(getTemplateId('developerName')); 47 sendEmailDefaults.setInsertTemplateBody(true); 48 sendEmailDefaults.setIgnoreTemplateSubject(true); 49 emailMessage.ValidatedFromAddress = '[email protected]'; 50 } 51 else if (sendType.contains('Forward')) { 52 sendEmailDefaults.setTemplateId(getTemplateId('developerName')); 53 sendEmailDefaults.setInsertTemplateBody(true); 54 sendEmailDefaults.setIgnoreTemplateSubject(true); 55 emailMessage.ValidatedFromAddress = '[email protected]'; 56 } 57 else if (sendType.contains('ThirdParty')) { 58 String[] toIdsThirdParty = new String[]{c.ThirdParty__c}; 59 sendEmailDefaults.setTemplateId(getTemplateId('developerName')); 60 sendEmailDefaults.setInsertTemplateBody(true); 61 sendEmailDefaults.setIgnoreTemplateSubject(false); 62 emailMessage.ToIds = toIdsThirdParty; 63 emailMessage.ToAddress = ''; 64 emailMessage.ValidatedFromAddress = '[email protected]'; 65 emailMessage.HTMLBody = ''; 66 } 67 else{ 68 //This is the default.