| AttachmentObjectType |
- Type
- multipicklist
- Properties
- Create, Filter, Nillable, Update
- Description
- Specifies the parent objects associated with the record. To
configure this field, add the Account picklist value.
- A sales representative selects which object-level attachments,
such as Account, are available for the email template. The values
configured for this field enable additional attachments from the
selected objects to be included when sending the email.
|
| BccEmailIdList |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- A list of email addresses to include in the BCC list on emails
sent from this template.
|
| CanAttachiCalendarFile |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether an iCalendar (.ics) file is generated and
attached to the email.
- The default value is false.
|
| CanSendPresentationLinks |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether sales representatives can share presentations as
unique links in email content.
- The default value is false.
|
| CommunicationSubscriptionId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- A reference to the communication subscription associated with the
email template.
- This field is a relationship field.
- Relationship Name
- CommunicationSubscription
- Refers To
- CommSubscription
|
| Description |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- A brief description of the purpose or content of the email
template.
|
| EffectiveEndDate |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The date when the email template is no longer available for use by
sales representatives.
|
| EffectiveStartDate |
- Type
- date
- Properties
- Create, Filter, Group, Sort, Update
- Description
- Required. The date when the email template becomes available for
use by sales representatives.
|
| EmailInvitationActionType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort,
Update
- Description
- Defines the type of action for which the template is used when
sending invitations.
- Possible values are:
|
| EmailInvitationContextType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort,
Update
- Description
- Specifies the context in which the email template can be used,
such as for provider visits.
- Possible values are:
|
| HasSendConsentAcknowledgement |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- When selected, allows the template to be used for sending
customizable emails based on captured consent. Used for custom
reporting.
- The default value is false.
|
| IsActive |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether the email template is active or inactive.
- The default value is false.
|
| IsDefaultAutoEmailTemplate |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Identifies whether this template is the default for sending
invitations automatically.
- The default value is false.
|
| IsSubjectLineEditable |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Allows the sender to modify the email subject before sending.
- The default value is false.
|
| LastReferencedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The timestamp when the current user last accessed this record
indirectly, for example, through a list view or related
record.
|
| LastViewedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
-
The timestamp when the current user last viewed this record or
list view.
If this value is null, and
LastReferenceDate is not null, the user
accessed this record or list view indirectly.
|
| Name |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
- Required. The title or name of the email template.
|
| OwnerId |
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- ID of the owner or creator of this object.
- This field is a polymorphic relationship field.
- Relationship Name
- Owner
- Refers To
- Group, User
|
| ProductId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- A reference to the product related to the email template.
- This field is a polymorphic relationship field.
- Relationship Name
- Product
- Refers To
- LifeSciMarketableProduct, Product2
|
| ReplyToEmailAddress |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The email address where recipients can send replies.
|
| ReplyToType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Specifies the type of email address used for replies. Create these
picklist values:
- Sales Rep Email Address: Uses the sales representative's
email address as the Reply to email in the delivered
message.
- Reply To Email Address: Uses the email address specified in
the Reply To Email Address field
instead of the sales representative's email.
|
| SenderEmailFieldApiName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Stores the API name of custom fields that customers create to
store the sender���s email address. Enables customers to use a
predefined sender email for specific email templates, rather than
using the sales representative's email.
|
| SenderType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Defines the type of sender for the email. Create these picklist values:
- Sales Rep Email Address: Uses the sales representative's
email address as the sender.
- Sender Email Field API Name: Uses the email address
specified in the Sender Email Field API Name field instead of
the sales representative's email.
- To configure this field, add picklist values to control the sender
information used for email transactions created with this template.
By default, the picklist includes "Sales Rep," but you can
customize it by adding field API names that contain different
sender email addresses.
|
| ShouldIgnoreEmailConsent |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Ignores email consent preferences for this template and sends the
email regardless of the recipient's opt-in status.
- The default value is false.
|
| SourceSystemIdentifier |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Nillable, Sort, Update
- Description
- An external ID from the source system for data integrations.
|
| SourceSystemName |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The name of the source system for data integrations.
|
| SurveyId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- A lookup field that links a survey to the email template. To add
the survey invitation link to the email, populate the Account field
in the Survey Invitation record.
- This field is a relationship field.
- Relationship Name
- Survey
- Refers To
- Survey
|
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