Email Templates
Email templates are the standard Salesforce functionality that can be used for sending attachments of records.
Using Email Templates
To use email templates in the CT Mobile app, they should be active and the mobile user should have access to appropriate email templates.
A mobile user can send an email only to contacts who have a specified email address in Salesforce:
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fill out the standard Email field for the desired Contact record;
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if you use Person Accounts, fill out the standard Email field for the desired Person Account record.
To send a letter with an attachment:
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Open the Notes & Attachments tab of the desired record.
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Long tap an attachment.
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Tap the Send button in the upper-right corner.
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Select an email template if needed.
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Select a recipient.
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Select an app, for example, Gmail, to send a letter.
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Edit the letter if needed.
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Tap to send the letter.
The letter is sent.
Limitations
| Get familiar with the considerations and guidelines when using Email Template Builder. |
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In the Salesforce Classic, the Visualforce email templates are not supported.
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In the Lightning Experience, all email templates are supported except for the {{{Recipient.FirstName}}} markers.
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It may be needed to add the sender’s email to the trusted list of the mail service. For example, if you view the following:
