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Shawn Boksan Automated Email Triggers Using HTML Templates
Hello All,
I have multiple email HTML templates built. When we change the status of a lead we would like to send an email to the lead. Some emails are instant and some are timed e.g. 14 Days after the status is changed the email is sent. The email template used will be based on “Lead Status” and a custom field I created “School Name”. I know this can be done, I just need pointed in the right direction.
Thanks,
Shawn
I have multiple email HTML templates built. When we change the status of a lead we would like to send an email to the lead. Some emails are instant and some are timed e.g. 14 Days after the status is changed the email is sent. The email template used will be based on “Lead Status” and a custom field I created “School Name”. I know this can be done, I just need pointed in the right direction.
Thanks,
Shawn
This is a sample code for sending email.
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_email_outbound_single.htm
these are the methods use setTemplateId method for your template id.
Based on Lead Status query the template and set the setTemplateId.
Where do I build the workflow to trigger the email and use the template? When I set up using the workflow rules I do not have the option to use a template.
Shawn
After saving the rules, if you go to next screen and if you add "New Email ALert" action as workflow action then you will get an option to select email template.Please see in below screenshot
I would like to do the same thing. Did you ever come up with an answer to your question?
Thanks!