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Vincent Finet (Senior Program Architect at Salesforce) asked in Org Check by Salesforce Labs
Sep 27, 2024, 5:15 PM
Will you be interested in listing Email Templates in Org Check?

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 answers
  1. Erika Slomski (Equitable Trust)
    Sep 27, 2024, 5:35 PM

    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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Michael Higgins (Senior CRM Consultant at RegEd) posted in #Outlook
Mar 21, 2024, 2:05 PM

HTML Email Templates and the Experience Cloud: New Member Welcome Email

If your html template contains the {!Community_Url} merge field, chances are its length will cause Outlook, and some other mail services to override the width setting and force the text of the body to go wider than the screen with no horizontal scrolling available.

Solution – use a short text that will hold the link.   Select that text, click the link widget and enter {!Community_Url} in the popup. https:// will initially appear, but paste over it.

HTML Email Templates and the Experience Cloud: New Member Welcome EmailIf your html template contains the {!Community_Url} merge field, chances are its length will cause Outlook, and some other mail s

 

#Outlook  #HTML Email Template

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Jenna Ihle (Scholarship Data Specialist at CK Blandin Foundation) asked in * Trailhead Official *
Dec 21, 2022, 8:02 PM
Classic Email Template Formula with Merge Fields Help

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 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Dec 21, 2022, 8:52 PM

    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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Alexandra Fallone (Sales and Services Operations Coordinator and Project Manager at admarketplace) posted in * Salesforce Administrators *
Nov 27, 2018, 8:21 PM

Hi All! Wondering if anyone can help with an HTML Email Template. I am making an HTML Email template that includes fields from a custom object. One of the fields is a lookup field that links to another custom object. How do get that link to show up in the email template? 

 

I tried [!LookupField__C.link!} and it did not return anything. Any thoughts? Is this possible?

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Randi Thompson (CEO at Imagine If Inc)
Apr 8, 2016, 9:09 PM

It's been a few years since anyone's posted or asked, but: has anyone figured out the trick to adding social media icons to the HTML Email Template, in Salesforce? 

 

@Solo Admins @* Salesforce Administrators * @User Group, Twin Cities, US @Women in Tech 

10 comments
  1. Cristy Acosta (Midtown Educational Foundation)
    Apr 12, 2016, 4:41 PM
    I am also having troubles and I need to create email signatures for everyone in our non-profit. I tried the HTML route, but due to the limited amount of characters I quickly reached it when I tried to re-create our current Gmail signatures.
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Sudipta Deb (Enterprise Architect at Trail Consult Inc.) posted in #Email Template
Dec 28, 2014, 3:35 PM

I would like to enter recipient details (First Name and Last Name) in the HTML Email Template body. My recipients are always my Salesforce users and they are having always first name and last name.

I tried the below merge fields in the email template:

{!Receiving_User.Name}

{!Receiving_User.FirstName} {!Receiving_User.LastName}

Can someone please help me to understand what merge fields I should use to get the receiving user's details in the email template? Thanks.

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