Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Invitation Emails

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            Set Up Invitation Emails

            Set up email templates to send invitation emails to attendees automatically when field users create planned visits. Send follow-up emails notifying attendees of any changes to the visit.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To create, edit, and delete email templates: Life Sciences Commercial Admin permission set
            Important
            Important To send email from Salesforce, Life Sciences Emails requires domain-level and user-level email verification. Email delivery fails if either the user's email address or the email-sending domain is unverified. See Requirements to Send Email from Salesforce.

            First, create an email template ZIP file. In the email body, you can add variables to include information about the video call, such as:

            • Invitation URL: {{remotesession.url}}
            • Phone access number: {{remotesession.phoneNumbersForEmail}}

            You can also include the phone access number in the iCalendar description by using the {{remotesession.phoneNumbersForICS}} variable.

            1. Make sure that your org uses the Life Sciences RSVP email address.
              When you attach iCalendar files to email templates, the email invitations use the Life Sciences email address for RSVPs. After recipients accept or reject invitations, responses are sent to the RSVP address, and the response status is updated on the related Life Sciences Email records.
              1. From Setup, in the Quick Find box, search for and select Life Sciences for Customer Engagement Setup.
              2. Verify that the RSVP email address is turned on.
            2. From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
            3. Select Email, and then select Email Templates.
            4. Select New Email Template.
            5. Upload the ZIP file for the email template that you created.
            6. Enter a subject, name, effective start and end dates, and these additional values.
              Field Value
              Automated Email Invitation Context Provider Visit
              Automated Email Invitation Action Create
              Template for automated emails Selected
              Attach iCalendar file Selected
              iCalendar Description Enter a description to include in the iCalendar attachment.
            7. Select Upload and Save.
            8. In the list view, select the template you created, and then select Edit.
            9. Align the email template to the territories of the users associated with the template.
            10. Save and activate the template.
            11. Similarly, create two more templates for the Update and Cancel automated email invitation action types.
            Example
            Example Here’s an example invitation email template that includes the video call URL and phone number.
            Dear {{recipient.firstname}} {{recipient.lastname}},
     
     {{sender.name}} scheduled a call with you on {{visit.PlannedVisitStartTime}}.
     
     You can access it using the link: {{remotesession.url}}
     
     Alternatively, you can dial in to the call: {{remotesession.phoneNumbersForEmail}}.
     Thank you,
     {{sender.name}}

            See Also

             
            Loading
            Salesforce Help | Article