I am trying to set up workflows that auto-email HTML templates and saves the email in Activity History for a custom object. I have found that the Email to Salesforce ref:recordID feature works when you are email outside of Salesforce or emailing a custom email from within the record, but if you try to embed the ref:recordID tag into an HTML template it does not work and the email always ends up in Unresolved Items. I have tried putting the tag in both the subject and email with no success. But when I look at the email sent to the user, the tag is there and when I copy and paste that very tag into an email and send it from another record in SF it works. I'm guessing this is a hiccup in translating from HTML. Is there a way to work around this?
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Hi Gail,
I'll try and help you with the query you have posted. I've found few articles that might be helpful.
Create Custom HTML Email Templates:
https://help.salesforce.com/articleView?id=creating_custom_html_email_templates.htm&type=0
TIPS FOR USING HTML EMAIL TEMPLATES:
https://resources.docs.salesforce.com/204/latest/en-us/sfdc/pdf/salesforce_HTMLtemplates_cheatsheet.pdf
Hope that helps!
