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ahadipanah
Editing custom email before sending
Is it possible to edit a custom email template before I send it? For instance, I have a custom email template that uses HTML, when I close a case I want to use this template but I want to have the ability to edit the template prior to sending it to the salesforce contact. I can't see any option to do this - is there a setting I'm missing?
If you create a new custom button on case and whenver you hit the button it pulls out the template and you have the option to edit it before sending
When you select the template using Select Template button, the Body and Subject is filled. Now you can edit and send.
Sorry, niether of these solutions work. Let me clarify if I wasn't clear
1. I go into a case via SalesForce
2. I click "Send an Email"
3. From the "Send an Email" page, I select "Select Template"
4. I find my CUSTOM template and select it
5. Page reloads and displays the custom template (HTML view)
Once the HTML view of the CUSTOM template is laoded, there is no option for me to edit the email body prior to sending the email - I can only edit the Additional Send To, CC, BCC and subject lines. I want to edit the email on a case by case basis, not the entire template each time.
Thanks
If you want to edit the template when you pull up from send email button then the template has to be in Text not in HTML, create the same template in text format and you should be able to edit the template
Hi ahadipanah,
Did you ever find a solution to this? I have searched the forums without success. Same scenario: custom template selected, then email body is locked and only subject / to / cc can be changed.
Thank you in advance,
Robin
I had this same problem when I was trying to set up email templates. I found that if I used a custom template the body was locked but if I used an HTML template with a letterhead. I could then edit the body of the email template when sending an email.
Customn HTMl Templates (without letterhead) cannot be edited when selecting the template with "Send an Email"
You can only edit the template itself.
HTML Templates (with Letterhead) can be edited when using "Send an email"
I tried the 'with Letterhead' route but wanted to emulate our Outlook signature which has twitter and facebook icons side by side, each with hyperlinks.
Scrambled my way through creating the HTML only to find it was useless as a template because, "Note: You can’t modify the content of a custom HTML template when you select it for use in an email. (https://help.salesforce.com/apex/HTViewHelpDoc?id=creating_custom_html_email_templates.htm&language=en_US" target="_blank)". I couldn't find anything on "Content Editable". Might try the VisualForce route...
Otherwise, I'll have to modify the design of our email signature.
Thought I'd found the solution in the Ideas section (https://success.salesforce.com/ideaView?id=08730000000BpA0AAK" target="_blank).
at
http://www.escapekit.com/blog/salesforce-html-email-templates-editable-regions-oh-my
However, it doesn't work! Strips out the edited text when it gets sent. Shame.
I had to create a new folder to be able to edit the read/write status. And it still didn't work.
However, it showed this message for Lightning users:
Email templates you create here are available only in Salesforce Classic Experience and only for the features listed here. The Salesforce Lightning Desktop offers a new email experience where admins and users can write email and create templates directly from records. Learn more about Email in Lightning Desktop
Approvals
Big Deal Alert
Cases
Case Assignment Rules
Case Escalation Rules
Communities
Email To Case
Lead Assignment Rules
Process Builder
Web To Lead
Workflow
So, I found I could create an email and save it as a template. First attempt is complaining about 'active content' so I don't know how far I can go. More investigations....
Only thing missing now is ability to use the template on a mobile device. I guess that'll need an app created.
The only way is create the templates as text, I think with HTML templates is not possible.
They should just add an HTML editor to the standard header templates so we can mess up our own e-mails lol.
Email Layout - Free Form Letter
Works like a charm
@all,
You can use <div contenteditable="true"> in the VF / HTML email template to modify the content before sending email from Case.
Thanks,
Gaurav