How to get the Primary Opportunity Contact Role Information in Salesforce Email Template?

Its possible using the Visualforce Email Template and below is the Visualforce Email Template Code

Salesforce Email Template Types

 

 

 

Visualforce Email Template:


<messaging:emailTemplate subject="Opportunity Contact Role Information" recipientType="User" relatedToType="Opportunity">
<messaging:plainTextEmailBody >
Hello,

This is testing the text section....
Opportunity Name: {!Relatedto.name}
Account: {!Relatedto.account.name}
Amount: {!Relatedto.amount}

Primary Contact Roles for this Opportunity:
<p>
<b>Primary Contact:</b>
<apex:repeat value="{!RelatedTo.OpportunityContactRoles}" var="ContactRole">
<apex:outputText value="{!ContactRole.Contact.Name}" rendered="{!AND(ContactRole.isPrimary)}"></apex:outputtext>
<apex:outputText value="{!ContactRole.Contact.Phone}" rendered="{!AND(ContactRole.isPrimary)}"></apex:outputtext>
<apex:outputText value="{!ContactRole.Contact.Email}" rendered="{!AND(ContactRole.isPrimary)}"></apex:outputtext>
</apex:repeat>
</p>

Thanks!
</messaging:plainTextEmailBody>
</messaging:emailTemplate>

OpportunityContactRole Object Field Details:

 

 

 

 

How To Get The Opportunity Contact Role Details In Salesforce Email Template?

Written by 

Salesforce MVP | Lightning Champion | 16x Salesforce Certified | Application Architect | 6x Trailhead Ranger | Techforce Services | Australia

Leave a Reply

Your email address will not be published. Required fields are marked *

*