[SalesForce] Visualforce email template in Lightning

Can anyone let me know how to create VF email template in Lightning. For email templates in Lightning, we have a tab called Email Templates. When I tried to create a new template, I have an option of text and html but not VF. I can see that the idea of allowing VF templates in lightning is delivered but I cannot find how to create it. Any suggestion will be highly helpful

Best Answer

Visualforce email template is available in Lightning, but you can't create a new VF template directly from lightning. for that, you have to use classic email templates setup.

You can use same Classic email templates Text, Custom HTML, Letterhead, and Visualforce email templates in Lightning Experience.

To edit Classic email templates, use Classic Email Templates in Setup.

When you need to insert an email template, change the filter to Classic Email Templates.

for further info: https://help.salesforce.com/articleView?id=classic_templates_in_lightning.htm&type=5

https://help.salesforce.com/articleView?id=classic_templates_in_lightning_considerations.htm&type=5

Related Solutions

[SalesForce] Can you use dynamic visualforce in VF email templates

I'm guessing that it's not possible, though I'd confirm that you're using the latest API version to be sure. But VF email templates have always been a subset of Visualforce, with various limitations. From pg 184 of the Summer '12 Visualforce manual:

Although Visualforce email templates use standard Visualforce components, they are not created in the same way. Visualforce email templates always use components that are prefaced with the messaging namespace. In addition:

• All Visualforce email templates must be contained within a single <messaging:emailTemplate> tag. This is analogous to regular Visualforce pages being defined within a single <apex:page> tag.

• The <messaging:emailTemplate> tag must contain either a single <messaging:htmlEmailBody> tag or a single <messaging:plainTextEmailBody> tag.

• Several standard Visualforce components are not available for use within <messaging:emailTemplate>. These include <apex:detail>, <apex:pageBlock> and all related pageBlock components, and all input components such as <apex:form>. If you attempt to save a Visualforce email template with these components, an error message displays.

[SalesForce] vf email template – detail Link

I don't know if there is a "clean" way to do this. But this seems to be a fairly popular hack:

<a href="{!LEFT($Api.Partner_Server_URL_280, FIND(".com/",$Api.Partner_Server_URL_280)+3)}/{!relatedTo.Id}">
    {!relatedTo.Name}
</a>

Best Answer

Related Solutions

[SalesForce] Can you use dynamic visualforce in VF email templates

[SalesForce] vf email template – detail Link

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