Skip to main content

Using Email Template from Apex and merge it with Apex variable

Requirement : Schedule Email Alert to Opportunity Owner in the early of the month if their Opportunities fulfill some criteria.

The email template is like below :

Hi Jane,

There some opportunities that need to be closed in this month with contract amount more than $50,000.Please update it and reply to this email.
Opportunity Owner Opportunity Name Amount Currency Amount Confidence Stage Link
Jane Jackson XYZ Canteen USD 60000.00 Upside Create Click here to Opportunity
Jane Jackson ABC Devices USD 3000000.00 Upside Create Click here to Opportunity

regards,
Sales Action Team

The highlight mean variable value.To achieve this template we can do html code in apex from scratch which will cost longer time and of course the code will not be so neat.Or we can create Email Template in Setup, and I choose Custom Email Template.

In the HTML Body,I generate template as above in HTML.

Actually it is very easy, you don't have to code from the scratch.You can just choose any tool to convert the above format to HTML like I for this link quite useful.Or in case, your target customer is using Microsoft Outlook and love the format very much, you can just compose the email and sent to yourself.Then when you view the email, right click and View Source.


1
2
3
4
5
<p>Hi&nbsp;<span>OPPORTUNITY_OWNER</span>,</p>
<p>There some opportunities that need to be closed in this month with contract amount more than $50,000.Please update it and reply to this email.</p>
<p>OPPORTUNITY_TABLE</p>
<p>regards,</p>
<p>Sales Action Team</p>

Notice that I replace Jane to OPPORTUNITY_OWNER and table with OPPORTUNITY_TABLE.We will generate those in Apex code so we will have dynamic template.

In the Apex,let say I already retrieved the Opportunity value and just want to replace the value the actual value like below :

 1
 2
 3
 4
 5
 6
 7
 8
 9
10
11
12
13
14
15
16
17
18
19
20
21
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
//set owner email
mail.setToAddresses(ownerEmail); 

mail.setSubject('ACTION REQUIRED:Please update your Opportunity ');

//retrieve template
EmailTemplate tempId=[SELECT Id,HTMLValue,Body,Name FROM EmailTemplate WHERE Name= 'Opportunity_Alert' LIMIT 1];
String emailBody = tempID.HTMLValue;
String style='<style>table {    border-collapse: collapse;font-family: arial, helvetica, sans-serif; font-size: x-small;}td, th {    border: 1px solid black;padding:5px;}</style>';
String table=style+'<table style="border-color: #000000; border-width: 1px; width: 100%; border-style: solid;" cellspacing="0" ><tbody><tr><th>Opportunity Owner</th><th>Opportunity Name</th><th>Amount Currency</th><th>Amount</th><th>Confidence</th><th>Stage</th><th>Link</th></tr>';
List<Opportunity> listToSend =mapOpportunity.get(keyMap);
for(Opportunity opp: opportunityList){
 ownerName=opp.Owner.Name;
 table+='<tr><td>'+opp.Owner.Name+'</td><td>'+opp.Name+'</td><td>'+opp.CurrencyIsoCode+'</td><td>'+opp.Amount+'</td><td>'+opp.Confidence__c+'</td><td>'+opp.StageName+'</td><td><a href="'+url+opp.Id+'">Click Here to Opportunity</a></td></tr>';
}

table+='</tbody></table>';
emailbody=emailBody.replace('OPPORTUNITY_OWNER',ownerName);
emailBody =emailBody.replace('OPPORTUNITY_TABLE',table);
mail.setHtmlBody(emailBody);

This is the steps that I did:

  1. Query the EmailTemplate
  2. Assign HTMLValue to emailBody string
  3. Generate table
  4. Find OPPORTUNITY_OWNER and OPPORTUNITY_TABLE with the html that I generate and make sure we assign back to emailBody
  5. Set to the email using setHTMLBody
See!It 's piece of cake.

Have a nice day.

Comments

Popular posts from this blog

Search Solution Basics

When is it a good time to create a customized search solution? You're developing an external knowledge base for user support. You're in the mood for a fun Friday night. The sales reps just started using the Sales Cloud in Lightning Experience. You want to put your company branding in the search bar. What differentiates SOSL from SOQL? Syntax SOSL searches the search index instead of the org database. SOSL searches more efficiently when you don't know in which object the data resides. All of the above. SOSL works with: REST only SOAP only REST, SOAP, and Apex SOQL only What does a search for a single object look like in SOSL? FIND {cloud} RETURNING Account FIND in ACCOUNT RETURNING "cloud" FIND "cloud" in ACCOUNT FIND (cloud) RIGHT NOW! What does a search for multiple objects look like in SOSL? FIND {sneakers} RETURNING ALL ARTICLES FIND {sneakers} in ALL OBJECTS FIND {sneakers} RETURNING Product2, Content

Process Builder is not fired when field update is called from Approval Process

Scenario In Final Approvals section ; in Approval Process we have field update to update Status field. In Process Builder , we have some action that need to be done when Status field is updated in Approval Process.However this process builder is not fired. Solution To handle this, in Field Update in Approval Process , check Re-evaluated Workflow Rules after Field Change as picture below. What happen if field updated from Approval Process. Workflow - does not fires untill Re-evaluate workflow checkbox is ticked on your field update Process Builder - does not fires untill Re-evaluate workflow checkbox is ticked on your field update Trigger - will fire if conditions are matched This is explained in article here  . Field Updates That Re-evaluate Workflow Rules If  Re-evaluate Workflow Rules After Field Change  is enabled for a field update action, Salesforce  re-evaluates all workflow rules on the object if the field update results in a change to the value of the fi

Tips and Tricks : Test class for Invocable method

Issue : I got 100% coverage in my sandbox but when run validation for deployment it returns 0% coverage It turn out that in my sandbox, I am depending on Process Builder to Invocable Apex class, as long I manipulate test data that fire Process Builder it will call Invocable class. This is not useful when deploying it to Production although it gets deployed together with Process Builder. The correct way is to direct call Invocable method inside test class itself. Example of class : 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 global class MyCustomObject_StatusUpdate_Util { @InvocableMethod ( label = ' Update Quote Status ' ) public static void updateQuote ( Request [] requests ) { Set < Id > setOppId = new Set < Id >(); List < SBQQ__Quote__c > listQuoteToUpdate = new List < SBQQ__Quote__c >(); for ( Request request : requests ) {