Merge with template

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  • Updated 3 months ago
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I do not use crm and only use custom objects.  Is it possible to use Skuid to merge a Salesforce Template in a html text editor?
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Bill Fox

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Posted 3 months ago

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Korey

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Bill, I'm not 100% certain it's the same, but I had a similar problem where my folks send an email template (complete with SFDC merge fields) and I needed to populate a template for them based on that.

https://community.skuid.com/skuid/topics/email-template-text-macro-questions

I basically just build a template in JS and then populate the text box when you click the button. I can then use Skuid merge syntax, but I lost the ability to use Salesforce template editing.

Hopefully that helps.