Skuid page for 'Send an Email'

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  • Idea
  • Updated 1 year ago
  • Under Consideration
Hello,

I am trying to create a skuid page for the salesforce page one is directed to when you URL hack a button to send an email via a template. I looked through the objects available for models and did not see one that matched. Screen shot of the page is below. Is it related to the task object? 


Thanks!
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Craig Rosenbaum

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Posted 5 years ago

  • 15
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Rob Hatch, Official Rep

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There is no Skuid Joy for the Salesforce Email page.  

Basically this page is a UI only form that collects data and generates an email with it.  It also sends that data to a completed task,  but that is a secondary step.  There are loads of issues and restrictions with the email generation process within salesforce.  Though they have methods of sending email from code that we could leverage in some sort of custom component.  We have not done so, and I'm not sure we will. 

I will consider this an idea and yours a vote for it.  You are not the first one to ask for it.  But I don't know if we will get to it soon... 
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Zach McElrath, Employee

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Official Response
As of the Brooklyn Q2 Release, there is a fairly straightforward way to build this:

1. Create a Ui-Only Model that contains all the fields that you want to present to the user, e.g. Subject, Body, To :, CC:, BCC, etc..
2. Create a Field Editor that contains these fields.
3. Create a Button Set / Page Title with a "Send Email" button, which Runs Multiple Actions. The main action to use here is "Run Data Source Action", then select "salesforce" as the Data Source, and choose the "Send Email" action. Use Merge Syntax to grab values from your UI Only Model and put them into the parameters for the Send Email action.




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mB Roman Melnik

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Awesome! Thanks Zach. Glad this is integrated in a simple way.
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David Forder

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Hi Zach.. quick question. This data source action just sends a blank text email without signature etc. Is there any way to include a template id or the senders email signature simply?
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Zach McElrath, Employee

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He David, there is a separate Salesforce Data Source Action type called "Email Alert" that allows you to do this --- basically you just need to create an "Email Alert" in Setup (under Workflow Rules), and then you'll be able to use Skuid to send an email using that Email Alert's configured email template like this: