Loan Team Message Email

Currently, the Loan Team Message email template is hard-coded in Q2 Origination, and this cannot be overridden. Now, the following two Salesforce classic email templates are configured for the Salesforce users and the community users, and these can be modified during implementation as per the business requirement:

• Send Message to Portal User - This email template is used to send an email to community users (portal users) to notify them about the message where they are referred.

• Send Message to Backoffice User- This email template is used to send an email to Salesforce users (back-office users) to notify them about the message where they are referred.

1. Log in to your Salesforce account.

2. Go to > Setup, and in the Quick Find box, search for Organization-Wide Addresses, and then select it.

3. On the Organization-Wide Email Addresses page, select Addand then specify the details as described in the following table, and then select Save:

   Field Name	Action
   Display Name	Specify the name to be displayed in the from address when a user receives an email.
   Email Address	Specify the email address.
   Purpose	Specify the purpose of this email. The default is selected to User Selection. Leave this field to the default selection. User Selection Default No-Reply Address User Selection and Default No-Reply Address
   Allow Only Selected Profiles to Use the From Address	Select this option, and then from the Profileslist, select the user profiles for which the specified email address is used. Leave this field as selected by default.

   An email is sent to the specified email address for verification.

4. Go to the mailbox and follow the steps mentioned in the email sent from Salesforce to verify the organization-wide email address.

To view or edit the email templates in your org

1. Log in to your Salesforce account.

2. Select (Setup), and then select  Setup.
   

3. In the Quick Findbox, search for Emailand then select Classic Email Templates.

4. From the Folder list, select Originate Notification Templates.

5. To view the email template, select the Email Template Name hyperlink.

6. To edit the email template, perform the following actions:
   

   1. Select Edit for the email template.

   2. Specify the following details, and then select Save:
      

      Field Name	Description
      Folder	This represents the location where the email templates are getting stored. Select Originate Notification Templates.
      Available For Use	Select this checkbox if you want to use this email template.
      Email Template Name	Specify a name for your email template, such as Loan Team Message Email.
      Template Unique Name	This should match with the email template name placed in the GitHub repository.
      Encoding	The default value is Unicode (UTF-8).
      Description	Specify a description for the email template.
      Subject	Specify the subject line for your email.
      Email Body	Specify the text that you want to include in the email body.

Default email template for community users

The below email template is configured in Q2 Origination for the community users (portal users). This email should have the portal link, which the users can select and view or reply to the message thread.

Email Body:

Dear {!User.FirstName} {!User.LastName} ,

You have received the following  message from {!User.FirstName} {!User.LastName} with ref to {!clcommon__Message__c.clcommon__Target_Id__c}

{!clcommon__Message__c.genesis__Message__c}

Please select on the below link to view your Application

 {!clcommon__Message__c.genesis__URL__c}

If you have any questions, please contact a {!Organization.Name} representative at {!Organization.Phone}.
 
Sincerely,

{!Organization.Name}

Default email template for back-office users

The below email template is configured in Q2 Origination for the Salesforce users (back-office users). This email must have the Salesforce link, which the users can select and view or reply to the message thread.

Email Body:

Dear {!User.FirstName} {!User.LastName} ,

You have received the following message from {!User.FirstName} {!User.LastName}
{!clcommon__Message__c.genesis__Message__c}
Please select on the below link to view the details
{!clcommon__Message__c.genesis__URL__c}

Sincerely,
{!Organization.Name}