how to use vf email template in salesforce

On the View and Edit Email Templates in Salesforce Classic page, click Edit Template. Enter markup text for your Visualforce email template. If you are including an image, we recommend uploading it to the Documents tab to reference the copy of the image on our server. For example:

Full Answer

How do I send an email using a Visualforce email template?

Enter Templates in the Quick Find box, then select Email Templates or My Templates —whichever one appears. Click New Template. Choose Visualforce and click Next. You can’t send a mass email using a Visualforce email template.

How do I save a Visualforce template?

To view the details of the template, click Save. To continue editing your template, click Quick Save. Your Visualforce markup must be valid before you can save your template. The maximum size of a Visualforce email template is 1 MB. You can’t send a mass email using a Visualforce email template.

What is the maximum size of a Visualforce email template?

The maximum size of a Visualforce email template is 1 MB. You can’t send a mass email using a Visualforce email template. The {!Receiving_User.field_name} and {!Sending_User.field_name} merge fields work only for mass email and list email and are unavailable in Visualforce email templates.

How to edit an email template in Salesforce classic?

On the View and Edit Email Templates in Salesforce Classic page, click Edit Template. Enter markup text for your Visualforce email template. If you are including an image, we recommend uploading it to the Documents tab to reference the copy of the image on our server. For example:

How do I use Visualforce component in email templates?

Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.Click New Template.Choose Visualforce and click Next.You cannot send a mass email using a Visualforce email template.Choose a folder in which to store the template.More items...•

Can we use VF page in email template?

Thanks! Yes, You can. First, Create a Visualforce Component Instead of Visualforce Page. Then you can create Your visualforce email template and add it to the template.

How do I edit email templates in visualforce?

On the View and Edit Email Templates in Salesforce Classic page, click Edit Template. Enter markup text for your Visualforce email template. To specify the version of Visualforce and the API used with this email template, click Version Settings.

How do I use email templates in Salesforce lightning?

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...

Where can email templates be used in Salesforce?

All users have their own, private, templates and can access templates in public folders. Manage who can create, edit, and delete public templates. This applies to Lightning and Email Template Builder email templates. Use folders and enhanced sharing to let users decide who can use which email templates.

How do I add a link to a Visualforce email template?

Hi, you can simply use the HTML link tag to create the hyperlink. Just a note though that it won't work on text-email readers.

How do I create an HTML email template 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...

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.

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 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 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.

How big is a Visualforce email template?

The maximum size of a Visualforce email template is 1 MB.

How to specify VisualForce version?

To specify the version of Visualforce and the API used with this email template, click Version Settings. If you’ve installed managed packages from the AppExchange, you can also specify which version of each managed package to use with this email template. Generally, use the default value for all versions, to associate the email template with the most recent version of Visualforce, the API, and each managed package. To maintain specific behavior, you can specify an older version of Visualforce and the API. To access components or functionality that differ from the most recent package version, you can specify an older version of a managed package.

What is a template unique name?

If necessary, change the Template Unique Name. This unique name refers to the component when you use the Lightning Platform API. In managed packages, this unique name prevents naming conflicts in package installations. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. With the Template Unique Name field, you can change certain components’ names in a managed package and the changes are reflected in a subscriber’s organization.

What is the recipient type in email?

With them you can access the same merge fields that are available to other standard controllers. The recipientType attribute represents the recipient of the email. The relatedToType attribute represents the record to associate with the email.

Can you send mass email using Visualforce?

You can’t send a mass email using a Visualforce email template. 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. If necessary, change the Template Unique Name.

Can Visualforce include markup?

The <messaging:plainTextEmailBody> component can only include Visualforce markup and plain text. To translate Visualforce email templates based on recipients’ or related objects’ languages, use the <messaging:emailTemplate> tag's language attribute (valid values: Salesforce supported language keys, for example, “en-US”).