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Welcome to the treasure trove of Greytrix’s Salesforce knowledge. This page is dedicated to providing you with insightful articles, expert tips, and the latest updates on Salesforce CRM. Whether you want to enhance your Salesforce experience or want to stay updated on industry trends, our blog has you covered. In addition, we also offer cutting-edge solutions for Salesforce and are committed to delivering unparalleled support and innovation for Salesforce users. Explore and enhance your Salesforce experience with Greytrix.

How to Use Email Template in Apex Code

By Greytrix | February 22, 2024
0 Comment

With this blog, we’ll look at how to use an email template with Apex Code.

An email template is an HTML file that you use to build an email body. A good template will let you copy and paste content directly into the file. You can use the same template again and again & you can also modify it based on your need.

Steps to Create a New Email template are as follows:

  1. Go to Setup-> search ‘template’ -> choose ‘Classic Email Templates’-> click on ‘New Template’ button.
  2. Select Visualforce option for ‘type of email template’.
  3. Enter template name, keep the other defaults. For this example, we use ‘Test Account Alert Email’.
  4. Enter Email Subject text.
  5. Choose Recipient Type Object, for this example we choose Contact object.
  6. Choose ‘Related To Type’ as Account object for this example.
  7. Save.
  8. Choose ‘Edit Template’ button to change the content of the email body. We could use the merge fields in the content and in subject

Example of Visualforce template:

<messaging:emailTemplate recipientType="Contact"
= relatedToType="Account" subject="Test Email" replyTo="{!recipient.Email}">
   <messaging:htmlEmailBody >
    <html>
        <body>
           <p> Dear {!relatedTo.Name}, </p>
           <p></p>
           <p> It is an Test Eamil </p>
           <p></p>
         </body>
    </html>
  </messaging:htmlEmailBody>
</messaging:emailTemplate>

Apex logic to send email using above created template:

Public static void sendNotification(Account accountEmail)
{
   Messaging.SingleEmailMessage message = new        
   Messaging.SingleEmailMessage();
   message.setTargetObjectId(contact.id);
   message.setSenderDisplayName(‘Company Support’);
   message.setReplyTo(‘no-reply@company.com’);
   message.setUseSignature(false);
   message.setBccSender(false);
   message.setSaveAsActivity(false);
   EmailTemplate emailTemplate =[Select, Id,Subject,Description,
                                 HtmlValue,DeveloperName,Body
                                 from EmailTemplate where name =
                                 ‘Test Account Alert Email’];
   //Get templete id for set the templete.

   message.setTemplateID(emailTemplate.Id);
   message.setWhatId(account.Id); //This is important for the merge
                                    fields in template to work
   message.toAddresses = new String[] { contact.email};

   Messaging.SingleEmailMessage[] messages = new   
   List<Messaging.SingleEmailMessage> {message};

   Messaging.SendEmailResult[] results =
   Messaging.sendEmail(messages);
 
 if (results[0].success)
 {
   System.debug(‘The email was sent successfully.’);
 }
 else
 {
   System.debug(‘The email failed to send: ‘ +
   results[0].errors[0].message);
 }
}

We hope using the information; you are able to create and use an email template.

We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, don’t hesitate to get in touch with us at salesforce@greytrix.com.

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.

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Category: Salesforce Services Tags: Classsic Email templete, Email Templete, EmailTemplete, Send email from Apex, Template
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