03 Jan 2014
2 MINS READ
One of the great features of Salesforce.com is the Salesforce Email Templates. This article consolidates various knowledge articles and addresses some of the configuration nuances of this functionality as well as provides some tips and tricks.
Explained below are the details of the visualforce email template feature that I have implemented in one of my projects.
Description: Implementation phase of the project to automate advisor updates from SalesConnect maintenance files into Salesforce.
Automated Email Notifications SalesConnect Advisor Updates : Some of the records before being updated in SFDC need to be approved by channel heads. Also, email notifications must sent to channel heads and BDOs of the rep/office records Solution:For that I had to create‘6 visualforce’ email templates which were passed into apex class named as ‘CaseTriggerHandler’to send email notification to the Users.
Types of Email Templates and when to use them. Salesforce provides 4 types of email templates:
Fig. 1
All of these email templates can include text, merge fields, and attached files. You can also include images on your HTML and Visualforce templates. A button to check the spelling of your template is available for text templates and Visualforce templates without HTML tags.
Following User Permission needed:
To access your Salesforce email templates, do one of the following:
If you have permission to edit public templates, from Setup, click – Communication Templates | ‘Email Templates’.
Fig. 2
Fig. 3
Reason behind why visualforce email type was chosen is shown in the below table:
Conclusion: Salesforce Email template is a very important feature of SFDC.
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