Email Template (POST)

Create an email template. The Health Cloud Starter and Life Sciences Commercial Admin Permission Sets are required for accessing this API. To know more, see Email Template and Intelligent Content.

Resource

1/connect/life-sciences/commercial/bulk-email-template

Resource Example

Replace {yourInstance} with the My Domain name of your Salesforce org.

1https://{yourInstance}.salesforce.com/services/data/v68.0/connect/life-sciences/commercial/bulk-email-template

Available Version

65.0

HTTP Methods

POST

File Input Payload Size:

Overall API Payload Limit: The total request payload limit across APIs is 2 GB. When attaching single or multiple files as binary inputs using fileId, this 2 GB limit applies to the entire combined request payload.

Rate Limits:

- Bulk Presentation (POST and PATCH): The rate limit is 200 API calls per org per hour.

Note

Request Body for POST

1{
2    "emailSubject": "Welcome",
3    "contentDocumentId": "069xx0000004CAeAAM",
4    "name": "Welcome Email",
5    "activatedDate": "2025-06-03T15:00:00.000Z",
6    "senderType": "SYSTEM",
7    "senderEmailFieldAPIName": "noreply@company.com",
8    "replyToType": "USER",
9    "replyToEmailAddress": "support@company.com",
10    "id": "external-id",
11    "deactivatedDate": "2025-01-01T00:00:00.000Z",
12    "description": "This is a welcome email template used for onboarding new users.",
13    "attachmentObjectTypes": [
14        "PDF",
15        "DOCX"
16    ],
17    "customFields": [
18        {
19            "fieldName": "user",
20            "fieldValue": "admin"
21        },
22        {
23            "fieldName": "standard",
24            "fieldValue": "user"
25        }
26    ],
27    "languages": [
28        "en",
29        "es"
30    ],
31    "isActive": true,
32    "surveyId": "sample-survey-id",
33    "productId": "sample-product-id",
34    "communicationSubscriptionId": "sample-comm-subscription-id",
35    "topics": [
36        "Onboarding",
37        "User Engagement"
38    ],
39    "shouldIgnoreEmailConsent": false,
40    "isSubjectLineEditable": true,
41    "bccEmailIdList": "bcc@example.com",
42    "automatedEmailContextType": "ProviderVisit",
43    "automatedEmailActionType": "Create",
44    "isDefaultAutoEmailTemplate": false
45}

Properties

Property Name	Type	Description	Required
`activatedDate`	Date	Date when the email template becomes active.	Optional
`attachmentObjectTypes`	List<String>	List of object types for attachments.	Optional
`automatedEmailActionType`	String	Action type for automated emails. Possible values are: `Create` `Update` `Cancel`	Optional
`automatedEmailContextType`	String	Context type for automated emails. Possible values are: `ProviderVisit` `Meeting`	Optional
`bccEmailIdList`	String	Email ID for BCC.	Optional
`communicationSubscriptionId`	String	ID of the communication subscription associated with the email temaplate.	Optional
`contentDocumentId`	String	ID of the content document ZIP containing the email files. You can pass this parameter if you wish to process the existing document record. This parameter cannot be provided when you pass the `fileId`.	Required
`customFields`	Object	Map of custom field names and their values for the email template.	Optional
`deactivatedDate`	Datetime	Date when the email template becomes inactive.	Optional
`description`	String	Description of the email template.	Optional
`emailSubject`	String	Subject line of the email template.	Required, only if the file input is provided either as `contentDocumentId` or `fileId`
`fileId`	String	The multipart form field key that references the uploaded file for this presentation page. You can pass this parameter if you wish to process a new file that you will include in the request. You cannot provide this parameter when you pass the `contentDocumentId` as only one of the two are allowed.	Required
`id`	String	ID of the email template. Either the `SourceSystemIdentifier` or Salesforce Id of the `LifeSciEmailTemplate` record.	Optional
`isActive`	Boolean	Indicates if the email template is active (`true`) or not (`false`).	Optional
`isDefaultAutoEmailTemplate`	Boolean	Indicates if this is a default automated email template (`true`) or not (`false`).	Optional
`isSubjectLineEditable`	Boolean	Indicates if the email subject line is editable (`true`) or not (`false`).	Optional
`languages`	List<String>	List of languages associated with the email template as per the ISO codes such as `en_US`, `fr`, `es`.	Optional
`name`	String	Name of the email template.	Required
`productId`	String	ID of the associated product.	Optional
`replyToEmailAddress`	String	Reply-to email address.	Optional
`replyToType`	String	Type of reply-to address. Possible values are: `SalesRep` `PredefinedEmail`	Optional
`senderEmailFieldAPIName`	String	API name of the sender’s email field.	Optional
`senderType`	String	Type of sender for the email. Possible values are: `SalesRep` `PredefinedEmail`	Optional
`shouldIgnoreEmailConsent`	Boolean	Indicates whether email consent should be ignored (`true`) or not (`false`).	Optional
`surveyId`	String	ID of the associated survey.	Optional
`topics`	List<String>	List of topics associated with the email template. `TopicAssignment` for Life Science `EmailTemplate` must be enabled before using this field.	Optional

Response Body for POST

Create Email Template Output