How to use Visualforce email template with records?

How to use Visualforce email template with records?

For this, we will be using Visualforce Email Template, Visualforce Component with an apex custom controller. The visualforce component will be placed in the email template; the custom controller will pull the required data from Salesforce using SOQL query and displays it in the Email Template.

How to use custom controllers in Visualforce templates?

Visualforce email templates can leverage custom controllers to render highly customized content. To do so, include a custom component in a Visualforce email template that uses that custom controller. For example, suppose you want to display a list of all accounts beginning with the word “Smith” in an email template.

What are the different types of email templates in Salesforce?

Salesforce provides different types of Email templates like Text template, HTML, Custom and Visualforce email template. The visualforce email template is a very powerful template type as we can create a custom Visualforce page and display it as an Email body. Along with this, it also provides flexibility of adding an attachment in the mail.

How to send an attachment in Salesforce email?

Thus, we can send any file or document as an attachment along with mail using Visualforce email template. 1. Creating Global Picklist Value Set in Salesforce 2. Using Nested Lightning Components in Salesforce 3. Expand and Collapse panel using Lightning Component 4. Creating a VisualForce Page with the help of Lightning Design System 5.

What does the Lightning component do in Salesforce?

With the dynamic approach towards application development, Salesforce Lightning Component enables the user to define the records that need to be retrieved and the Salesforce Email Template to email to a specified user.

How do I create an email template in Salesforce?

Based on the folder selection, select the Email Template from the ‘Select Template’ dropdown menu resulting in the subject field and the mail body is automatically populated with the selected email template. (The subject field and the mail body can be customized).

How to use setwhatid in apex email template?

You can do this within a trigger, so you don’t need a separate class method to invoke the Messaging methods. If you have a standard email template, then you cannot use setWhatId if the target is a User. I just did something Similar. In the Class you have a variable for the object record id – idFTCProduct;

When to use setwhatid in VF email template?

I did some experiments and found that if you have a VF email template, you can use setWhatId even if the targetObjectId is a User. You can do this within a trigger, so you don’t need a separate class method to invoke the Messaging methods. If you have a standard email template, then you cannot use setWhatId if the target is a User.

How to make an email template available in Salesforce?

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. This unique name refers to the component when you use the Lightning Platform API.

Is there a way to create an attachment in Visualforce?

Unfortunately we cannot use standard apex:pageblock and apex:pageblocktable tags in Visualforce to generate attachments, so we need to do some modifications to move these over to generic HTML entities. Additionally, the Visualforce email handler doesn’t know how to use the object name.

How to create a custom component in apex?

All custom component definitions must be wrapped inside a single tag. This component supports HTML pass-through attributes using the “html-” prefix. Pass-through attributes are attached to the generated container tag, or , depending on the layout attribute.

How does the Visualforce editor close a component?

A Boolean value that specifies how the Visualforce editor closes this component. If this attribute is set to “true”, the Visualforce editor auto-completes the component as a self-closing tag. If not, it auto-completes the component with open and close tags.

How to display field values in Visualforce controller?

Displaying Field Values with Visualforce has more information about retrieving the ID of a record. The subject and body of the email are set through a separate Visualforce page and passed into the controller. The method that sends the email is called send ().

How to create custom controller for Salesforce email?

The method that sends the email is called send (). This name must match the name of the action for the Visualforce button that sends the email. The recipients of the email, that is, the email addresses stored in toAddresses [], come from the addresses of the contacts available in an associated account.

How to create an email template in apex?

Following steps help with implementation email notification feature in apex using the predefined templates. 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.

Can you use custom email template with href tag?

For all the fields being referenced using Opportunity should use {!relatedTo.FieldName} Looks like you are using Text based email template. Try using Custom Email template and it should resolve your issue. Thank you for responding. Can you be more specific when you say custom email template?

How to edit email template in Salesforce classic?

If desired, in the Related To Type dropdown list, select the object from which the template retrieves merge field data. Click Save. On the View and Edit Email Templates in Salesforce Classic page, click Edit Template. Enter markup text for your Visualforce email template.

When to use a global variable in Visualforce?

Global Variables Use global variables to reference general information about the current user and your organization on a page. Global variables must be referenced using Visualforce expression syntax to be evaluated, for example, {!$User.FirstName}.

How to customize the appearance of Visualforce pages?

Customizing the Appearance and Output of Visualforce Pages Standard Controllers Standard List Controllers Custom Controllers and Controller Extensions Live Controller (Pilot) Advanced Examples Overriding Buttons, Links, and Tabs with Visualforce

When to use global merge fields in Visualforce?

A global merge field type to use when referencing a Visualforce page. A global merge field type to use when referencing information about the current user’s custom permission access. Use permission merge fields to reference information about the user’s current access to any of your organization’s custom permissions.

How to add Visualforce to a salesforce app?

Adding Visualforce to a Salesforce AppExchange App Using JavaScript in Visualforce Pages Communicating Across the DOM with Lightning Message Service Best Practices Standard Component Reference Appendices Glossary Documentation Version