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Can I send attached merge docs with Salesforce email with an editable custom HTML template?

  • April 6, 2020
  • 0 replies
  • 17 views

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Is it possible to deliver via an email template that uses a custom HTML Salesforce template and that the user can customize/edit before sending, as well as automatically attach a couple documents to it? I'm able to create a DocGen package that populates the email template, but it cannot be edited. Also not sure how the attachments can be auto-added as opposed to chosen by the user each time.