How to retrieve email templates in salesforce


You need to specify each individual EmailTemplate you want to retrieve. E.g. sfdx force:source:retrieve -m EmailTemplate won’t work, but sfdx force:source:retrieve -m EmailTemplate:folder/MyEmailTemplate should.!


How to retrieve Salesforce report from unfiled public email template?

to retrieve Salesforce report from Unfiled Public Email Template folder, then use the folder name as unfiled$public:

Does uitype work with Salesforce classic email templates?

If UiType is SFX, the type must be custom. Packaging is supported for Salesforce Classic email templates only.

How to retrieve the list of email templates with explicit names?

To retrieve the list of email templates for populating package.xml with explicit names, call listMetadata () and pass in EmailTemplate as the type. The following example shows folders in package.xml:

Where are email templates stored?

EmailTemplate components are stored in the email folder in the corresponding package directory. For example, for an email template named SampleTemplate in the sampleFolder folder, there’s a SampleTemplate-meta.xml in the email/sampleFolder of the package. You can’t use the wildcard (*) symbol with email templates in package.xml.


Where are Salesforce email templates stored?

Classic templates are stored under the Content tab in the My Templates folder. Note All templates that created in your Enterprise administrator account are available to your Lock & Publish channel members in their Global Templates folder.

How do I download an email template from Salesforce?

Select Show all Salesforce Objects (to make sure you see all objects). 5. Select Email Template (EmailTemplate)….To export email templates using Data LoaderOpen Data Loader. … Click Export or Export All.Login with either OAuth or Password Authentication.

How do I find my templates in Salesforce?

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’. If you don’t have permission to edit public templates, at the top of any Salesforce page, click the down arrow next to your name.

How do I access my lightning email templates?

How to Enable Lightning Email TemplatesGo to Setup and search for Lightning Email Templates.Switch on Folders and Enhanced Sharing (see screenshot below).

Where are lightning email templates stored in Salesforce?

Lightning email templates are saved in a private directory by default. All users can edit their own private templates and any public templates that they own. If you have the Manage Public Lightning Email Templates permission, you can also create, edit, and delete public templates.

How do I find the classic email template ID in Salesforce?

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.

How do I open lightning email templates 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 manage email templates in Salesforce lightning?

From Setup, enter Permission Sets in the Quick Find box. Then, select Permission Sets.Click one of the standard permission sets, and click System Permissions.Click Edit, select Manage Public Lightning Email Templates, and click Save.

How do I preview a lightning email template in Salesforce?

In Lightning, users can write an email and create templates directly from records. When sending an email directly from a record in Lightning, ‘Send Test and Verify Merge Fields’ is unavailable, but you can preview the email by clicking the eye icon.

File Suffix and Directory Location

The file suffix is .email for the template file. The accompanying metadata file is named EmailTemplateName-meta.xml.

Retrieving Email Templates

You can’t use the wildcard (*) symbol with email templates in package.xml. To retrieve the list of email templates for populating package.xml with explicit names, call listMetadata () and pass in EmailTemplate as the type.

Wildcard Support in the Manifest File

This metadata type doesn’t support the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.


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