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Adriana Smith 9
Send email using button on opportunity
I need to send an email to specific users directly from an opportunity. Ideally, this would be a button named "Request Custom Pricing" that would pop up an email template in another window. If it could populate the two users that would be great, but at least the template please, with to: fields in it. Any help doing this would be greatly appreciated, as I'm new to VF or code.....
All Answers
Create a visualforce page template and link this page to your button.
Add a button to the detail page of your record and set the Behaviour of this button to invoke a visualforce page. For more details follow the steps given in https://developer.salesforce.com/docs/atlas.en-us.workbook.meta/workbook/button_1.htm
Mark it as the best answer if it helps.
Thanks,
Balayesu
You can create VF email template like this,
For more details, see the below link,
https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_email_templates_creating.htm
Thanks,
Balayesu
Error: Request_for_Pricing line 8, column 2: The markup in the document following the root element must be well-formed
Error: The markup in the document following the root element must be well-formed.
<messaging:emailTemplate subject="Pricing Request Submitted" recipientType="User" relatedToType="Opportunity">
<messaging:plainTextEmailBody >
Congratulations!
This is your new Visualforce Email Template.
</messaging:plainTextEmailBody>
</messaging:emailTemplate>
<body>
<p> Dear {!recipient.name},<p>
<p> {!Opportunity.OwnerFullName} is requesting custom pricing for {!Opportunity.Account}, for his opportunity related to {!Opportunity.Name} .</p>
<p> -Previous Job Number or Publication:<p>
<p> -Quantity:<p>
<p> -Page Count: <p>
<p> -Flat and Finished Size: <p>
<p> -Specific Fold: <p>
<p> -Are there PMS colors? <p>
<p> -Paper Stock/Weight: <p>
<p> -Any Special Features (Die Cut, Gloss, Emboss, etc)? <p>
<p> -Misc. Information: <p>
<p> Thank you! <p>
</body>
</html>
</messaging:htmlemailbody>
</messaging:emailTemplate>