Salesforce Create Buttons and Links option - Custom URL to launch email template
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21-09-2019 - |
문제
I have an email template that I would like to launch from within the case using a Link/Button. I see the option under setup->customize->cases->button and links I even see where I need to place the URL. What I don't see is nay documentation on how to build the URL to launch an email template. Any help you be great
해결책
I don't know if this is documented anywhere by salesforce, but I found from some guess work:
/_ui/core/email/author/EmailAuthor?p3_lkid={!Case.Id}&p2_lkid={!Case.ContactId}&template_id=00X40000000weWn
Just use that as the url content of a custom button or link. This one is for cases, as you are trying to do, but I think this should work for other types of objects as well.
The parameters are p3_lkid
, which is the case id, p2_lkid
which is the id of the contact you are emailing, and template_id
which is hardcoded to the desired email template. (You can find this id by looking in the url of the Setup page for the template)
다른 팁
This was really helpful. I did, however, figure out another way to do it. Click on the "Send an Email" button you currently have. Copy the URL and add &template_id=YOUR TEMPLATE ID
.
There is one other ID number that will show up in the original URL. Change that to be the dynamic field you want it to be.
For example:
Copy url from "Send Email": https://na3.salesforce.com/_ui/core/email/author/EmailAuthor?p3_lkid=70150000000Axj1&retURL=%2F70150000000Axj1
Add &template_id=YOUR TEMPLATE ID
so it looks like this:
/_ui/core/email/author/EmailAuthor?p3_lkid=70150000000Axj1&retURL=%2F70150000000Axj1&template_id=YOUR TEMPLATE ID
Remove the other id (it's the object you used to send the email - so in this case, I was wanting to be able to send an email directly from a Campaign) and replace with the dynamic field:
/_ui/core/email/author/EmailAuthor?p3_lkid={!Campaign.Id}&retURL=%2F70150000000Axih&template_id=YOUR TEMPLATE ID
And voila! It should work!
Abeyer's answer is good. However, if the template contains solution attachments "{!Case.Solution_Attachments}" the attachments will not get included unless you add the new_template=1 parameter to the URL making it:
/_ui/core/email/author/EmailAuthor?p3_lkid={!Case.Id}&p2_lkid={!Case.ContactId}&template_id=00X40000000weWn&new_template=1