SECTIONS
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 Certinia Developer website (developer.financialforce.com) and install the Accounting Reporting 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 for Classic edition or
- "Complete" sales invoice on the Sales Invoices Lightning 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.
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:
| Type | Related to Object | Selection Definition Master Object |
|---|---|---|
| Reminder | Sales Invoice | Sales Invoice |
| Remittance | Payment Media Summary | Payment Media Summary |
| Statement | Mass Email Account | Transaction |
You can place these templates in any folder.
Email Templates for use with Collections Plus
The following table summarizes the text and Visualforce(VF) email templates that you can use with Collections Plus.
|
Reminder/Statement Type |
Email Template (Text) |
Email Template (VF) |
Acceptable Email Templates |
|---|---|---|---|
| Sales Invoice (SIN) Reminders |
Reminder 1 Reminder 2 Reminder 3 |
Sales Invoice Standard (Related Object - Sales Invoice) |
Any Text type email template VF template with Related Object - Sales Invoice |
| SIN Reminders with Conga |
Reminder 1 Reminder 2 Reminder 3 |
Any Text type email template VF template with Related Object - Saies Invoice |
|
| SIN Reminders - Group by Account |
Reminder 1 Reminder 2 Reminder 3 |
Any Text type email template VF template wh Related Object - Account |
|
| Billng Document (BD) Reminders |
Reminder 1 Reminder 2 Reminder 3 |
Billing Document Email Template (FFA) - Communities Billing Document FFBC Templates (Billing Central) - Billing Document Emil Template |
Any Text type email template VF template with Related Object - Billing Document |
| BD Reminders with Conga |
Reminder 1 Reminder 2 Reminder 3 |
Any Text type email template VF template with Related Object - Billing Document |
|
| BD Reminders - Group by Account |
Reminder 1 Reminder 2 Reminder 3 |
Any Text type email template VF template with Related Object - Account |
|
| Customer Statements | Statement (Related Object - codaMassEmailAccount) | Statement (Related Object - codaMassEmailAccount) |