Skip to main content

Populating merge field in email template while sending mail from apex.

Hi All,
You might have come across the issue of populating custom object info in email template dynamically. Suppose you have designed one email template having merge fields of contact object and one custom object. if you will send a mail from apex using singleEmailmessagApi then only contact merge field will be populated.This is an existing behavior of sfdc. How do we overcome this issue??

As we know if we will use setTemplateId method to set email template which we have already designed then we need to use setTargetObjectId method(Mandatory method ). 
setTargetObjectId only accept Contact,User and Lead id that is why  those object merge fields will be populated in email template. Now the question is how can we pass custom object id ?.

If we are setting contact id in setTargetObjectId  here then we can use another method called setWhatId,there we can pass custom object id.That means if we are sending mail to contact mail then we can pass custom object id so that all merge fields will be populated. 

Below is the snippet of code:-
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage ();
mail.setTemplateId(template.id);
 mail.setOrgWideEmailAddressId(owemailaddress.Id);
mail.setTargetObjectId(contactid);
 mail.setWhatId(customobj.id);
Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });

When we run this code we will get definitely exception, to overcome that make sure your custom object is enabled for activity history.There is check box when edit a object, we have to checked it. 

Then It will work for all user except portal, because portal user cant be owner of activity. For the portal user we have design email template in apex it self. Below is the post in this regards.



Labels:

Comments

Post a Comment

Popular posts from this blog

How to Create a Tooltip in Lightning Datatable ?

Imagine you have a datatable displaying a list of Contact records , and one of the columns shows the Account Name . The Account Name is a hyperlink that allows users to navigate to the Account record page. But what if users want to take a quick glance at some key Account fields —like Phone or Address—without navigating to the Account record? In Salesforce Classic, this was achieved using the Mini Page Layout feature from standard page. However, in Lightning Experience, we can implement a similar feature by adding a tooltip to the data table. Solution Overview: We’ll create a Lightning Web Component (LWC) that: Displays a data table with a clickable Account Name . Provides a tooltip that shows the Account's Phone and Address fields when users hover over the Account Name. Implementation Steps: 1. Data Preparation We need to retrieve the following fields for each Contact and its associated Account: Contact Fields : Name, Phone, Email Account Fields : Name, Phone, Billing Addre...
Post a Comment
Read more

📆 How to Get the Start and End Date of the Previous Quarter in Apex ?

 When working with Salesforce data, it's often necessary to filter or report on records from a specific quarter . If you're looking to retrieve the start and end dates of the previous quarter based on the current date, here’s a simple and reusable Apex utility you can use. 🔧 Apex Utility Methods Below are two helper methods: getStartDate() — Calculates the start date of the previous quarter . getEndDate() — Calculates the end date of the previous quarter , based on the start date. // Helper method to get the start date of the previous quarter private Date getStartDate () {     Date today = Date . today ();     Integer currentYear = today . year ();     Integer currentMonth = today . month ();     // Determine the first month of the previous quarter     Integer previousQuarterStartMonth = (( currentMonth - 1 ) / 3 ) * 3 + 1 - 3 ;     // Adjust the year if the previous quarter falls in the previ...
Post a Comment
Read more

Add/Remove Functionality in a VF page for Creating Multiple Records For a Particular Object.

Hi Guys This is a very simple post. I had come across a scenario where I was asked to develop some functionality where user can create list of records at a time(clicking on save button on one time) and can remove row. Here I have created a pageblock table and there I am displaying 5 rows to enter data and there column, Name , Phone and Action. In Action column Delete link is present.When that link(Delete) is clicked then particular row will be removed. Two button is there Add Row and Save. Add Row-->  When that button is clicked one more row will be created in the pagablock table Save--> It will save the record. Here is the page <apex:page controller="creatingListOfRecordsController">     <apex:form >              <apex:pageBlock title="Creating List Of Account Records">         <apex:pageMessages></apex:pageMessages>             ...
13 comments
Read more