ISVforce Guide
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Include a Link in a Notification
When a customer installs your offering, you often want to provide information that
doesn’t fit in the notification, such as setup documentation. You can point customers to
this information by including links in a Checkout Management App (CMA)
notification.
| User Permissions Needed | |
|---|---|
| To enable, disable, or customize notifications: | “CMA Admin User” |
| To create or change Visualforce email templates: | “Customize Application” |
Suppose that you sell a product that requires configuration after it’s installed.
To help customers get off on the right foot, direct them to a page on your website that
offers configuration tips. Let’s step through how to add a link to the Free Trial Signup
template.
- Log in to the org where the CMA is installed.
- Open the App Launcher, and then click Checkout Management App.
- Click Checkout Notification Settings.
- Find the template that you want to use, and then click Edit. For this example, choose the Free Trial Signup template.
- Click Edit Template.
-
Modify the email template to include the <apex:outputlink> component, which lets you point to an
external URL. For this example, add this component after the last sentence in
the message body.
1<apex:outputLink value="https://example.com/getstarted" target="_blank">Check out our website for configuration tips.</apex:outputLink> - Click Save.