The purpose of this Blog is to create Advance Approval Email template:
Follow the following steps to Create Advance approval Email Template:
- Create a Salesforce email request template.
- From Setup, in the Quick Find box, enter Communication Templates, and then select Classic Email Templates.
- Select New Template.
- Select Visualforce as the email template type, and then click Next.
- Enter your email template information. For this example, we’ll use “Request Template.”
- Choose the folder where you want to store your email template.Make sure that the folder is publicly accessible if you want your email template to be publicly accessible.
- Select Available For Use.
- Enter your email template name and template unique name.
- Choose your encoding, description, and email subject, and then set User as your recipient type.
- Set Related To Type to sbaa__Approval__c, and then save your changes.
- In your template, click Edit Template to add the text and any markup that you want to show in your approval email. The email template must contain a reference to the ID of your approval record.Because users don’t have to see this code, you can add style tags so that the text doesn’t appear on the approval email. We recommend styling the code’s text color as white, because most emails have a white background color. Write your code as follows:
<p> “style=color:white” ”apex:outputText” value=”{!relatedTo.ID}” </p> .see below point no. 3 for more Sample Email template. - Repeat this process for your rejection, approval, and recall templates.
- Create an Advanced Approval email template record.
- In your email templates object, click New.
- Enter your email template name.Because you’re connecting this approval template to the template you made in Step 1, you can name it “Approval Request Template.”
- In the Template ID field, enter the ID of the Salesforce request template you made in Step 1.You can find the ID by going to your Salesforce approval request template, finding the URL in your browser, and copying the string of numbers and letters after
salesforce.com/. - Click Save.
- The following Email Template sample can be referenced. This sample includes :
<messaging:emailTemplate subject="APPROVAL REQUEST SAMPLE: {!relatedTo.Quote__r.Name}, {!relatedTo.Quote__r.SBQQ__Opportunity2__r.Owner.Name}" relatedToType="sbaa__Approval__c">
<messaging:HtmlEmailBody >
<html>
<body>
Hello, You have been requested to approve the following:
<p>
<p><b>Quote Name:</b> <apex:outputLink value="https://[your URL here]/{!relatedTo.Quote__r.Id}" >{!relatedTo.Quote__r.Name}</apex:outputLink></p>
<p><b>Opportunity Name:</b> <apex:outputLink value="https://[your URL here]/{!relatedTo.Quote__r.SBQQ__Opportunity2__r.Id}" >{!relatedTo.Quote__r.SBQQ__Opportunity2__r.Name}</apex:outputLink></p>
<p><b>Opportunity Owner:</b>{!relatedTo.Quote__r.SBQQ__Opportunity2__r.Owner.Name}</p>
<p><b>Quote Total:</b> <apex:outputField value=" {!relatedTo.Quote__r.SBQQ__NetAmount__c}"/></p>
<p><b>Payment Terms:</b> <apex:outputField value=" {!relatedTo.Quote__r.SBQQ__PaymentTerms__c}"/></p>
<p style="color:white"><apex:outputText value="{!relatedTo.Id}"/></p>
</p>
</body>
</html>
</messaging:HtmlEmailBody>
</messaging:emailTemplate>Note: This email template was designed to be used for an Approval Rule set up on the SBQQ__Quote__c object. The template includes examples of merge fields and creating links that reference related records. The URL samples include a "[your URL here]" that must be replaced with your specific Salesforce domain.
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