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nonprofit admin
Custom Email Button
Hi,
I would like to make better use of the Email Function on the Contact record. The standard is that it is available when hovering over the ACTIVITY HISTORY.
In a past SF instance, I had created a button on the CONTACT for "EMAIL NOW" ... it was a little more obvious on the page. My issue is that I can't remember exactly how I got it to work so I am getting an error.
Here's what I have in the button:
https://na20.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid={name_firstcon2}
+{name_lastcon2}&rtype=003&retURL=%2F{Contactid}
I also tried:
https://na20.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid={Contactid}
&rtype=003&retURL=%2F{Contactid}
While I get no syntax errors, still have it mapped incorrectly.
Appreciate any help?
Thanks in advance!
I would like to make better use of the Email Function on the Contact record. The standard is that it is available when hovering over the ACTIVITY HISTORY.
In a past SF instance, I had created a button on the CONTACT for "EMAIL NOW" ... it was a little more obvious on the page. My issue is that I can't remember exactly how I got it to work so I am getting an error.
Here's what I have in the button:
https://na20.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid={name_firstcon2}
+{name_lastcon2}&rtype=003&retURL=%2F{Contactid}
I also tried:
https://na20.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid={Contactid}
&rtype=003&retURL=%2F{Contactid}
While I get no syntax errors, still have it mapped incorrectly.
Appreciate any help?
Thanks in advance!
https://na20.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid={Contactid}
&rtype=003 &template_id= 00X14000001pco4&p5=&save=1&retURL=%2F{Contactid}
I seem to have helped myself (just hate when i can't figure it out)
https://naxx.salesforce.com/email/author/emailauthor.jsp?p2_lkid={!Contact.Id}&rtype=003&template_id=PasteYourTemplateIDHere
Tie this to a button name of your choice and select specific email template to go along with it.
User can select button ... Contact will auto-fill along with any merge fields in the email template.
WORKS WELL for many applications ... hope it helps you!