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Setting up Custom Email Templates

Custom email templates are a standard feature of Salesforce. See "Managing Email Templates" in the Salesforce Help for information.

You can use custom email templates within your organization for the following tasks:

• Overriding the standard behavior performed when you send a sales invoice by email.
• Sending mass email, such as reminder letters, remittances and statements, to your accounts.

Sample Email Templates

Go to the FinancialForce Developer website (developer.financialforce.com) and install the Expansion Pack on the AppExchange for a selection of sample email templates.

Sending PDF Sales Documents to your Customers

When you click Email PDF on a "Complete" sales invoice's detail page, a standard message and attachment is sent to the specified email address.

The format of this message depends on whether or not you have created an email template with a unique name of "codaSalesInvoiceStandard":

• If you have not created a custom email template of this name, the default email message format is used and the sales invoice is attached as a PDF file.
• If you have created a custom email template of this name, the custom format you have defined is used.

Your custom "codaSalesInvoiceStandard" email template must have the following characteristics:

• It must be a Visualforce template.
• Its unique name must be codaSalesInvoiceStandard.
• Its Available For Use flag must be set.
• Its Recipient Type must be "User".
• It must be related to codaInvoice__c.

You can place this template in any folder.

The same applies to sales credit notes. The main difference is the unique name must be codaSalesCreditNoteStandard.

Warning:

Warning

If you include the <messaging:attachment filename="example.txt"> tag in your template, this will override the standard behavior with regard to the attachment of the sales invoice as a PDF file. We recommend that you do not use this tag unless you do wish to override this behavior.

Sending Mass Email

If you want your users to be able to send mass emails to your Salesforce accounts, you must create or modify a custom email template for each type of message to be sent. For example, if you want users to send out remittance advices, reminder letters or statements, they must have access to a set of email templates.

A custom email template for sending mass email must have the following characteristics:

• It must be a Visualforce template.
• Its Available For Use flag must be set.
• Its Recipient Type must be "Contact".
• It must be related to the appropriate object for its mass email type:

You can place these templates in any folder.

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