To elaborate a bit more on Stuart’s answer: The VF template’s relatedTo if used in a workflow email alert will invoke the standardController for the triggered object – in your example: ‘Case’. The standard controller for Case will not have access in memory to any of Case’s related lists.
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Can a custom object be a recipient of a Visualforce email template?
However I think what you’re trying won’t work. Only contact, leads, and users can be recipients of visualforce email templates. Your custom object needs to be related to the Contact object and the contact object the recipientType. After creating this relationship your emailtemplate would start like this
Is it possible to include related contacts in the email template?
The Contact record has a lookup field to the Custom Object which has the related Contacts appear in a related list. What I would like to be able to do is include the names of the related contacts in the email template, which I thought was possible from the sample in my orginal post.
How to reference two records in a single email message?
Then you can reference fields from both objects in the template. If you’re sending from an Apex trigger you can use the setTargetObjectId () and setWhatId () methods on SingleEmailMessage to specify the two records that you are using. Would you perhaps be able to elaborate on how I can reference this.
How do I add a related list to an email template in Salesforce?
Add a Salesforce Template Related ListIn a document, enter @Salesforce List .Select Template Related List.Select the object of the record your template is embedded in and then its related list type. … If you don’t see the related list, select Manual Mode and enter the information manually.More items…
What can an email template contains 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. You can create plain-text email templates to send to recipients who can’t read HTML email.
How do I add a record link in HTML email template in Salesforce?
In Salesforce ClassicOn the page where you add the content or the body of the HTML Email Template, highlight a text.Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box.Click OK to save the link.Click Save to save the template.
What is related entity type email template Salesforce?
Related Entity Type is the list of objects from which your HTML email template can retrieve field level information to insert into the email template. This information is displayed in the merge fields you add to the template.
What can email template contains?
Email templates can contain content substitutes, such as e-marketing, links, unique codes of special offers, and the name and surname of the client (i.e., user-specific information). When sending messages, the server substitutes the actual content for the replacements.
Can we add table in HTML email template in Salesforce?
Is it possible to add a table to an email template? Hi, You need to create a Visualforce Template type email template for this. In the same, then you can create Apex:Datatable or simple html table.
How do I create a mass email template in Salesforce?
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…
How do I create a custom email template in Salesforce?
Required Editions and User PermissionsDo one of the following: … Click New Template.Choose Custom (without using Classic Letterhead) 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 you add a hyperlink to Templett?
Adding a hyperlink to a templateRight click the text or image, then click Link; or.Click the Insert/Edit link icon.
How do email templates work in Salesforce?
Use email templates to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like contacts, leads, or opportunities.
How do I manage email templates in Salesforce?
Click the name of any email template to go to the Classic Email Templates page.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.More items…
Can we use email template in flow 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 to make sure child relationship name is established?
Make sure that your child relationship has a name established (the contacts one). To do this, go into the child object and edit the look-up/master detail field and make sure there’s a value in where it says Child Relationship Name. Assume you put in “Contacts”. Then you can now refer to it as “Contacts__r” in the template
Can you use customobject to merge fields?
The email would be sent to the Contact in question and you could then use data in your customobject to populate the merge fields.
