I need to use a Visual Force email Template when cases are closed so I can customize the Reply To Field.
How do I include the Case thread ID?
How do I include the Case Owner's Email Signature?
<messaging:emailTemplate recipientType="Contact"
relatedToType="Case"
replyTo="{!relatedTo.Owner.email}"
subject="Notice of Closed Case & Client Survey: {!relatedto.CaseNumber}" >
<messaging:htmlEmailBody >
<html>
<body>
<messaging:htmlEmailBody >
<html>
<body>
<p>Dear {!recipient.name},</p>
<p>This is to inform you that Case # {!relatedto.CaseNumber} which was reported by you on {!relatedto.CreatedDate} has been marked as 'Closed'. If you feel that this case has been closed in error, please do not hesitate to contact us.</p>
<p>Sincere regards,</p>
<br></br>
<p>{!relatedTo.owner.name}</p>
<p>CASE OWNER SIGNATURE HERE</p>
<br></br>
<br></br>
<p>CASE THREAD ID HERE</p>
</body>
</html>
</messaging:htmlEmailBody>
</messaging:emailTemplate>
wrote this simple apex reminder class that appears to work in DEV. now need to get to Prod.
I need assistance writing a test class as well as getting it to production.
//public class myRenewalDateNotify{
// public static void sendRenewalNotify(){
global class AccountRenewalDateNotify implements System.Schedulable {
global void execute (SchedulableContext sc) {
List<Account> accts=[SELECT Id,Name,Renewal_Date__c from Account WHERE Renewal_Date__c = Today ORDER BY Name];
if (!accts.IsEmpty()){
// send email notification
Date myDate = Date.Today();
String sDate = String.valueOf(myDate);
String htmlbody;
integer i = accts.size();
system.debug(i +' accounts are set for renewal today: '+sDate);
// Now create a new single email message object
// that will send out a single email to the addresses in the To, CC & BCC list.
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
system.debug('set new mail msg');
// Strings to hold the email addresses to which you are sending the email.
// String[] toAddresses = new String[] {'user1@mydomain.com'};
String[] toAddresses = new String[] {'user3@mydomain.com'};
system.debug('set toAddress');
String[] ccAddresses = new String[] {'user2@mydomain.com','user1@mydomain.com'};
system.debug('set ccAddress');
// Assign the addresses for the To and CC lists to the mail object.
mail.setToAddresses(toAddresses);
mail.setCcAddresses(ccAddresses);
system.debug('assign email To & cc');
// Specify the address used when the recipients reply to the email.
mail.setReplyTo('noreply@mydomain.com');
system.debug('set replyTo');
// Specify the name used as the display name.
mail.setSenderDisplayName('Salesforce Account Renewal Notices');
system.debug('set display name');
// Specify the subject line for your email.
mail.setSubject('SFDC Account Renewals for Today : ' + sDate);
system.debug('set subject');
// loop through and build email body
system.debug('start accts loop');
for(Account a : accts){
//String fullRecordURL = URL.getSalesforceBaseUrl().toExternalForm() + '/' + acct.Id;
//htmlbody = (htmlbody+'<a href=https://na1.salesforce.com/'+a.Id+'>'+a.Name+'</a><p>');
// Get the base URL.
String sfdcBaseURL = URL.getSalesforceBaseUrl().toExternalForm();
System.debug('Base URL: ' + sfdcBaseURL );
system.debug('Account:'+a.Name);
if (htmlbody==null){
htmlbody = ('<a href='+sfdcBaseURL+'/'+a.Id+'>'+a.Name+'</a><p>');
} else {
htmlbody = (htmlbody+'<a href='+sfdcBaseURL+'/'+a.Id+'>'+a.Name+'</a><p>');
}
}
system.debug(htmlbody);
mail.setHtmlBody('The following SFDC Accounts are set for renewal today:<p>'+htmlbody);
system.debug('send email');
// Send the email you have created.
Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });
system.debug('success');
}
}
}
My email template (below) works fine when using the "preview" function to populate the Recipient (WhoID) and RelatedTo (WhatID) - but when a workflow rule triggers the emai lto be sent, it comes back blank as if it's not resolving the who or what correctly. .
Code:
<messaging:emailTemplate recipientType="Contact"
relatedToType="Account"
subject="Your website Access"
replyTo="anaddress@us.com" >
<messaging:htmlEmailBody >
<html>
<body>
<p>Hello {!recipient.name}--</p>
<p>Here is a list of the website access you users currently have for account {!relatedTo.name}:</p>
<apex:datatable cellpadding="5" var="cts" value="{!relatedTo.Contacts}">
<apex:column value="{!cts.Name}" headerValue="Name"/>
<apex:column value="{!cts.Seat_Holder__c}" headerValue="Website Program Access"/>
<apex:column value="{!cts.Email}" headerValue="Email" />
<apex:column value="{!cts.Phone}" headerValue="Phone" />
</apex:datatable>
</body>
</html>
</messaging:htmlEmailBody>
</messaging:emailTemplate>
I created a simple workflow rule that's called whenever a contact is edited. The workflow rule uses an email alert. The email Alert uses this template. I've checked to make sure the email template is for Contact objects, and that the Recipient is specified as Email Field: Email.
I must be missing something obvious..... any ideas?
Message Edited by icemft1976 on 10-24-200809:28 AM
Can someone give me a quick overview of what is required to pull Salesforce data into Sharepoint 2007 web parts? Specifically, we would like to pull a dashboard gauge, chart or table, or a report, into a Sharepoint web part that displays on a Sharepoint page.
Is there any software, library, toolkit or SDK required?
How is the call made to Salesforce? How is the authentication handled?
