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I am using Classic Email Templates to send email from a List View in Lightning. After the email is sent, it appears on the Contacts Activity Tab however it only shows template with merge tags and not the actual field data sent to the email recipient. Recipient receives email with the correct data inserted. Should I be using Mail Merge Templates instead or is this the only way it will appear in Lightning?
4 个回答
  1. 2019年12月4日 17:40

    Hi! That's the way it appears in Lightning. So here's a tedious thing I've done before: I had to keep copies of the email with the fields merged. Using workflow or process builder, you can create copies of the email content in Notes or Tasks. You'd recreate the content of the body of the email so that it would store it in that record instead. As far as I remember, tasks didn't give you enough space for long content in the body. Notes might be a way to go or a custom object to record those messages. I'm not sure how to make it fire the same that you send a list email, though. This might give you some ideas to get started!

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