Salesforce Html Email Template Merge Fields

In standard text fields all characters count regardless of the length of the field.

Salesforce html email template merge fields. You can use email templates when you send an email from the activity history related list of a record. 2 tips for using html email templates creating html email templates without knowing html. Such as wed like to address the letter to the contactcsgpreferrednamec and if blank then it should. You can also include images on your html and visualforce templates.

See the image to see the highlighted merge field. For example if you add a field filter to find opportunities where the custom text field customer notes includes the word phone but phone appears after the 255th character in the field the filter will not find that record. Make merge fields conditional in an email template. View all docs.

Utilizing merge fields in an email template is a great feature so that you can provide that personalized look without sacrificing the need to send mass emails or send through an automated process. Create a html email with merge fields posted on november 12 2012 by shellblack html email templates are a great way to control your branding and make your salesforce users more efficient by providing pre scripted communications for items such as invitations newsletters proposals and introductions. My idea was to change this text template into a html template. In the template there is a merge field commercial.

I have an email template and where 4 merge fields are working perfectly yet 1 of them is not. All of these email templates can include text merge fields and attached files. However keep in mind of the limitation in text html and custom type email templates. Untill now we used a plain text email template in our approval workflow related to this custom object.

There should be a way to have a condition for merged fields within an email template. If you are using if statements in html email template some time its metadat in backend. However when the email is sent the opportunity name is not merging. In our sfdc application we got a custom object called commercial agreement.

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