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#Classic Email Template0 debatiendo

I have an Approval Process. For first step I am not using any Email Template. But for second step I am using Custom Email Template. Now, How can I insert Approval Link in that Email Template. I have already used {!ApprovalRequest.External_URL} and {!ApprovalRequest.Internal_URL}, It throwing error as shown in image. It saying that, "already Responded" but it was not responded by anyone. I think, It giving link for First step of Approval Process when I use above merge fields. But I need for second step.

 

Is there any way to implement this ?

 

#Approval Process #Email #Classic Email Template #Email Template #Automation #Trailhead

4 respuestas
  1. 22 ene 2025, 13:24

    What I found is when I looked at the available fields under the Approval object had no Internal or External Links - however I still referenced them in the templates and the Approvals links did show up!

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Interesting request from a user to have a new tab listing Email templates.

What would the rules that may apply to email templates to say that they are bad?

Not used in flows or in workflows?

What else?

Please see the related item in the backlog:

https://github.com/SalesforceLabs/OrgCheck/issues/447#AppExchange #Org Health Check #Email Template #Lightning Email Template #Classic Email Template #HTML Email Template
3 respuestas
  1. 27 sept 2024, 17:35

    Tabs:

    I would say two different tabs as Classic should phase out at some point and the setup for them are backend vs front end. 

    -There is also the Lighting Builder for Lighting Templates that crosses with Account Engagement. 

     

    The rules we started with to say "is it used?" 

    1. Is the object it referenced used (last created and modified date of the last records)

    2. Is it referenced in any automation, if yes, do we ever hit the criteria of it anymore? 

    If no, we look at the sent tracker but I know this isnt 100% accurate. 

    3. We review for Branding guidelines. Is the logo in the template current or old? 

    4. When was it created, by who, are they still here? 

    5. Who has access to the template. 

     

    Once I have a list of ones that meet the criteria, I start sending it out. We deactivate, wait a period of time for someone to ask where it is, then delete when we are confident it isnt used. 

     

    Permissions:

    I think the tool should see all templates by default as some users create personal email templates that do not meet brand standards. The folder/is it private should be a column so that as an admin I can ID them to be deleted and the user coached if needed. If they are useful, then we can migrate them to something all users can use. 

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Can someone help me with the below question

Is their anyway to mass delete the email templates without using the data loader, using data loader we can delete but wanted to know is their any other way which we can use.

Appreciate your responses,Thanks.

#Email Template #Lightning Email Template #Classic Email Template
2 respuestas
  1. 29 jul 2024, 17:16

    you can try the ant migration tool or VS code, but for that, you need to create a package.xml with the folder/template name.  Dataloader might still be the easier way but it will be always better to take a backup of the metadata

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getting this error while editing the classic email template

please help me to resolve this issue.

 

getting this error while editing the classic email template

 

#Email  #Classic Email Template  #Salesforce Admin  #Sales Cloud  #Saleforce Administrator

2 respuestas
  1. Divya Chauhan Forum Ambassador
    26 feb 2024, 6:46
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Hello fellow trailblazers!

I'm working on creating a classic email template. I want to use an if than statement with two merge fields using OR logic. Does anybody have any ideas or know if this is possible? The if than statement works if I just use one merge field but not two. I have also tried use || instead of OR.  The formula shown below is similar to the one I'm working on. 

 

{!IF (!Opportunity.Ck_County__c=TRUE OR !Opportunity.Ck_Hometown__c=TRUE,"", "Please update address.")}

 

#Classic Email Template #Salesforce Developer #HTML Email Template #Email Template #Salesforce Admin

9 respuestas
  1. 21 dic 2022, 20:52

    I haven't don't this in a Mail Merge, but the "Formula" formula syntax would be like

    IF(

    OR(

    !Opportunity.Ck_County__c = TRUE ,

    !Opportunity.Ck_Hometown__c = TRUE

    ),

    NULL,

    "Please update address.")

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I recently discovered a detail about the emclassic email templates. In my org we are also using custom Email field named ‘Email__c’ on the lead object apart from the Standard Email field. When trying to use the merge field ‘{!Lead.Email}’ on the template it is instead referring custome email__c field albeit I referred the standard Email field. Do anyone know the actual reason behind or have encountered similar situation? #Classic Email Template #Leads #Lead Management #Ask An Expert
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Hi, 

 

I have a requirement to only make a few email templates available when sending email from case, So if the case record type is A then only 4 email templates are available and if case record type is B then 10 templates are available. 

 

As we have users in different profiles but working on the same case record types I can't seem to find a way to do this. 

 

Is this possible and if so how? 

 

Thank You, 

Lorr

 

#Service Cloud

1 respuesta
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I've had to use a Classic Email template so that I can put some calculations in the body.

For example: ${!Case.Expected_Daily_Payment__c * 0.26}.

 

#Classic Email Template

However, the results come back with 3 or 4 decimal places:  $54.3337.

Is there a way, in the calculation formula, to limit the decimal places to 2?

4 respuestas
  1. 26 oct 2021, 13:44

    Thanks Keiji,

    No.  That's not pulling in any value.

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Hello, Trailblazers :)

 

I'm trying to create some Classic Email Templates for Ticket Cases that should have several Fields Types, such as Case Number, Keyplug ID among others as the attached image.

 

I use the SF-Outlook connection to send those emails, but I can only link a Contact and one Object to an email.

 

To work around it, I'm using Last Case Post to add at least one more automated field into the email, and placeholder texts to fill out the email.

 

There's a way to add different fields from Cases and Keyplugs for instance in the same email?

Multiple Field Types on Classic Email Templates

#Email-to-case #Classic Email Template

2 respuestas
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What are the limitations with Visualforce email templates in how many objects deep you can go in related objects? 

 

#Visualforce  #VF Email Template  #Classic Email Template

2 respuestas
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