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Creating Visualforce Email Templates

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Previous: Creating HTML Email Templates

To create a Visualforce email template:

  1. Do one of the following:
    • If you have permission to edit public templates, from Setup, click Communication Templates | Email Templates.
    • If you don't have permission to edit public templates, at the top of any Apto page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings-whichever one appears. Then from the left side of the page, click Email | My Templates.
  2. Click New Template.
  3. Choose the Text template type, and click Next.
  4. Choose a folder in which to store the template.
  5. Select the Available For Use checkbox if you would like this template offered to users when sending an email.
  6. Enter an Email Template Name.
  7. If necessary, change the Template Unique Name. This is a unique name used to refer to the component when using API. In managed packages, this unique name prevents naming conflicts on package installations. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. With the Template Unique Name field, a developer can change certain component's names in a managed package and the changes are reflected in a subscriber's organization.
  8. Select an Encoding setting to determine the character set for the template.
  9. Enter a Description of the template. Both template name and description are for your internal use only.
  10. Enter the subject line for your template in Email Subject.
  11. In the Recipient Type drop-down list, select the type of recipient that will receive the email template.
  12. In the Related To Type drop-down list, optionally select the object from which the template will retrieve merge field data.
  13. Click Save.
  14. On the Viewing Email Templates page, click Edit Template
  15. Enter markup text for your Visualforce email template.
  16. Click Version Settings to specify the version of Visualforce and the API used with this email template. If your organization has installed managed packages from the AppExchange, you can also specify which version of each managed package to use with this email template. Generally, you should use the default value for all versions. This associates the email template with the most recent version of Visualforce, the API, as well as each managed package. You can specify an older version of Visualforce and the API to maintain specific behavior. You can specify an older version of a managed package if you want to access components or functionality that differs from the most recent package version.
  17. Click Save to save your changes and view the details of the template, or click Quick Save to save your changes and continue editing your template. Your Visualforce markup must be valid before you can save your template.
Next: Attaching Files to Templates



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