Sending Team Schedule Notifications

To send team schedule notifications to team members using the Send Schedule to All button in the Team Schedule Planner page:

  1. Create an email template type Custom (without using Letterhead) to use for team schedule notifications. In "HTML Body" enter the HTML listed in Email Template Styling.
    For details on creating HTML email templates, see "Create HTML Email Templates" in the Salesforce Help.
  2. Verify the Enable Send Notification value is selected in the Team Settings custom setting.
  3. Set the Email Template value of the Team Settings custom setting to use the email template you created in the previous step.

Email Template Styling

<head><style>
.psa-tod-notification
{ margin: 10px; font-family: arial, sans-serif; }
.psa-tod-notification-header
{ margin: 20px 0; font-size: 24px; font-weight: normal; }
.psa-tod-notification-table
{ border: 1px solid #cccccc; border-spacing: 0; border-collapse: collapse; }
.psa-tod-notification-table-header-cell
{ border-left: 1px solid #cccccc; padding: 10px; background-color: #eeeeee; vertical-align: middle; }
.psa-tod-notification-table-cell
{ border-top: 1px solid #cccccc; border-left: 1px solid #cccccc; padding: 10px; vertical-align: top; }
.psa-tod-notification-day-name
{ margin-bottom: 2px; text-transform: uppercase; font-weight: bold; }
.psa-tod-notification-slot-time
{ margin-bottom: 5px; }
.psa-tod-notification-slot-assignments
{ margin: 0; padding-left: 20px; list-style-type: disc; }
</style></head> 
  

Related Concepts

Shift Management

About the Team Schedule Planner

About Team Management

Configuring Shift Management

About Team Permission Controls

About Teams

Viewing Team Schedule Assignments in Planners

Related Tasks

Changing a Team Schedule

Creating a Team Schedule

Staffing a Team Schedule

Managing Teams

Managing Team Schedule Time Slot Types

Managing Team Schedule Templates

Reference

Edit Custom Schedule Fields

Edit Template Fields

Team Fields

Team Membership Fields

Team Schedule Fields

Team Schedule Planner Fields

Team Schedule Planner Buttons and Indicators

Team Schedule Slot Fields

Team Schedule Template Slot Fields

Team Schedule Slot Type Fields

Team Schedule Template Fields

Team Settings

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.