Is it possible to create a Salesforce email template that is a Skuid page? Kind of like a Visualforce template type. I’m building an online pricing/quoting tool (through our community) and after they are done building their quote, I’d like them to be able to click a button to email the quote so they have a copy. I don’t need it to be an attachment - just the quote header (parent model) and the lines (related model) would be fine. Basically put my quote detail page into an email and send it off (via workflow is fine.) Possible?
In order to do this you would have to tie into the APEX Send Email capabilities. We have not actually done this, but with enough coding, it should be possible.
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_forcecom_email_outboun…
I am good with the triggering of the email (I have a declarative work-around for this that triggers a Salesforce workflow) but I am trying to customize the look and feel of the email that the user receives. Instead of building a Visualforce email template that has merge fields from an object, then a html table component of child records, I want to have a Visualforce email template that displays a Skuid page! I imagine I’d have to use the messaging tags - but I was hoping to replace the body section with a Skuid page reference. That way I can control the look and take advantage of my cool new theme.
This is the thread I was looking at:
https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_email_templates_creating.ht…
I had the same question as Chandra. I can send emails via apex, but is it possible to use skuid as the template like you would with visualforce? I haven’t even attempted to do it, but I’m curious if anyone has?
Same here, in case anyone ever figured it out. I get request of this sort on a weekly basis…
