Are you looking for a smarter, more efficient way to create personalized email templates in Salesforce Classic? Say goodbye to manual data entry and hello to dynamic prepopulation with Visualforce components. In this blog post, we’ll explore how you can harness the power of Visualforce components to automatically populate email template content based on the attributes of the current record.

Email templates are an essential tool for streamlining communication in Salesforce. By combining Visualforce components with email templates, you can create dynamic and personalized emails tailored to specific criteria. In this blog post, we’ll walk through the process of creating a classic email template in Salesforce, integrating a Visualforce component, and displaying contact names related to an account based on certain conditions.

Setting Up the Email Template

1. Select Classic Email Template: Navigate to Salesforce Classic and choose the option to create

2. Choose Visualforce: When prompted to select the template type, opt for Visualforce to incorporate custom functionality.

3. Name Your Template: Give your email template a descriptive name that reflects its purpose.

4. Save Template: After providing necessary details, save the template to proceed.

Integrating Visualforce Component

1. Click Edit: Open the saved email template for editing.

2. Provide Visualforce Component Name: In the editing interface, locate the option to add components and specify the name of your Visualforce component.

Writing the Visualforce Component

Below is the Visualforce component code snippet that fetches and displays contact names related to an account based on specified criteria:

PocAccountInformation.vfc

<apex:component controller="PocAccountInfo" access="global">
    <apex:attribute name="accountId" assignTo="{!accId}" type="Id" description="The ID of the account" />
    <h4>List of Contact</h4>
    <table>
        <apex:repeat value="{!AccountInfo}" var="doc">
            <tr>
                <td class="nameColumn"><apex:outputField value="{!doc.Name}" /></td>
            </tr>
        </apex:repeat>
    </table>
</apex:component>

PocAccountInfo.apxc

public class PocAccountInfo {
    public Id accId {get;set;}
    public List<Contact> getAccountInfo(){
        return [SELECT Id, Name FROM Contact WHERE AccountId= :accId AND LeadSource ='Web'];
    }

}

• Navigate to the desired account within Salesforce.

• Locate the “Email” option, usually available within the top navigation bar or under the “Related” tab.

Insert Email Template:

• Upon selecting the “Email” option, Salesforce provides the functionality to compose an email.

• Within the email composition interface, look for the option to insert an email template.

Select Template:

• When prompted to choose a template, select the previously created email template containing the Visualforce component to display the list of contacts related to the current account.

Send Email:

• Once the template is inserted, review the email content to ensure accuracy.

• Proceed to send the email to the intended recipients.

By following these steps, users can efficiently send emails containing the list of contacts related to the current account without the need for manual entry, significantly saving time and effort.

Conclusion:

In conclusion, integrating Visualforce components with email templates in Salesforce Classic presents a powerful solution for streamlining communication processes. By dynamically populating email content based on specific criteria, such as the list of contacts related to an account, users can enhance productivity and ensure accurate and personalized communication. Leveraging Salesforce’s built-in functionalities, such as email template insertion within account pages, further amplifies efficiency, eliminating the need for repetitive manual tasks. With these techniques at your disposal, you can optimize your workflow and elevate your communication strategy within Salesforce Classic.