With Visualforce email templates, users can send targeted and personalized emails. Template creators can harness the powerful Visualforce programming language to create templated email content.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Essentials, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create or change Visualforce email templates: | Customize Application |
| To create or change public email template folders: | Manage Public Classic Email Templates |
Key capabilities of Visualforce email templates include:
- Dynamic content based on Salesforce data such as recipient location or type
- Multilingual support
- Access to Salesforce data in addition to primary recipient or related record information
- Dynamic attachments (like csv files, pdf files, and iCal invites) based on Salesforce data
- Create Visualforce Email Templates in Salesforce Classic
Use the Visualforce programming language to create targeted and personalized email content. - Use Merge Fields for Visualforce Email Templates in Salesforce Classic
A merge field is a field you can put in an email template, mail merge template, custom link, or formula to incorporate values from a record. - Manage Version Settings for Visualforce Email Templates in Salesforce Classic
To aid backwards-compatibility, each Visualforce email template is saved with version settings for the specified version of Visualforce and the API. If the Visualforce email template references installed managed packages, the version settings for each managed package referenced by the Visualforce component are saved too. Saving version settings ensures that as Visualforce, the API, and the components in managed packages evolve in subsequent versions, a Visualforce email template is still bound to versions with specific, known behavior. - Use Visualforce Email Templates with Guest Users
Protect access to your company’s data when you send emails that use Visualforce Classic email templates to guest users. These templates can be used with Process Builder, Workflow Builder, and Apex calls. - Modify a Visualforce Email Template for Guest Users
Protect access to your company’s data when you send emails that use Visualforce Classic email templates to guest users. These templates can be used with Process Builder, Workflow Builder, and Apex calls. - Considerations for Using Visualforce Email Templates with Guest Users
Review these considerations when using Visualforce Classic email templates to send emails to guest users. - Use Visualforce Classic Email Templates in Automation
Workflows and other automations are executed in a system context. User–level limitations don’t apply when the automations use Custom, HTML, or Text Classic email templates. A user’s visibility to fields and records to apply to Visualforce Classic email templates.