Salesforce Create Buttons and Links option - Custom URL to launch email template

Question

I have an email template that I would like to launch from within the case using a Link/Button. I see the option under setup->customize->cases->button and links I even see where I need to place the URL. What I don't see is nay documentation on how to build the URL to launch an email template. Any help you be great

Answer 1

I don't know if this is documented anywhere by salesforce, but I found from some guess work:

/_ui/core/email/author/EmailAuthor?p3_lkid={!Case.Id}&p2_lkid={!Case.ContactId}&template_id=00X40000000weWn

Just use that as the url content of a custom button or link. This one is for cases, as you are trying to do, but I think this should work for other types of objects as well.

The parameters are p3_lkid, which is the case id, p2_lkid which is the id of the contact you are emailing, and template_id which is hardcoded to the desired email template. (You can find this id by looking in the url of the Setup page for the template)

Answer 2

This was really helpful. I did, however, figure out another way to do it. Click on the "Send an Email" button you currently have. Copy the URL and add &template_id=YOUR TEMPLATE ID.

There is one other ID number that will show up in the original URL. Change that to be the dynamic field you want it to be.

For example:

Copy url from "Send Email": https://na3.salesforce.com/_ui/core/email/author/EmailAuthor?p3_lkid=70150000000Axj1&retURL=%2F70150000000Axj1

Add &template_id=YOUR TEMPLATE ID so it looks like this:

/_ui/core/email/author/EmailAuthor?p3_lkid=70150000000Axj1&retURL=%2F70150000000Axj1&template_id=YOUR TEMPLATE ID 

Remove the other id (it's the object you used to send the email - so in this case, I was wanting to be able to send an email directly from a Campaign) and replace with the dynamic field:

/_ui/core/email/author/EmailAuthor?p3_lkid={!Campaign.Id}&retURL=%2F70150000000Axih&template_id=YOUR TEMPLATE ID

And voila! It should work!