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.
Required Editions
| Available in: Salesforce Classic |
|
Available in: Group, Enterprise, Performance,
Unlimited, Developer, and Contact Manager Editions
Mass
email not available in: Personal, Contact Manager, and Group
Editions
|
| User
Permissions Needed |
| To set version settings for Visualforce email templates: |
Customize Application |
A package version is a number that identifies the set of components uploaded in a
package. The version number has the format
majorNumber.minorNumber.patchNumber (for example, 2.1.3). The
major and minor numbers increase to a chosen value during every major release. The
patchNumber is generated and updated only for a patch
release. Publishers can use package versions to evolve the components in their
managed packages gracefully by releasing subsequent package versions without
breaking existing customer integrations using the package.
-
Choose one of these options.
- If you have permission to edit public templates, from Setup, enter
Email Templates in the Quick
Find box, then select Classic Email
Templates.
- If you don’t have permission to edit public templates, go to your
personal settings. Enter Templates in the Quick Find
box, then select Email Templates or My
Templates—whichever one appears.
-
Click the Email Template Name for the Visualforce email
template.
-
Click Edit Template and then click Version
Settings.
-
To specify the Salesforce API and Visualforce version for the template, select
the Version of the Salesforce API.
The API version is also the version of Visualforce used with this
template.
-
To configure the package version settings for the template, select a
Version for each managed package referenced by the
Visualforce email template. This version of the managed package is used by the
Visualforce email template if later versions of the managed package are
installed, unless you manually update the version setting. To add an installed
managed package to the settings list, select a package from the list of
available packages. The list is only displayed if you have an installed managed
package that is not already associated with the Visualforce email
template.
-
Click Save.
Note the following when working with package version settings:
- If you save a Visualforce email template that references a managed package
without specifying a version of the managed package, the Visualforce email
template is automatically associated with the latest installed version of the
managed package.
- If a Visualforce email template references a managed package, you can’t remove
the email template's version setting for the managed package.
