SMS referral message incorrect

[fifedog]

When the client receives a Service Referral message via the SMS option the messages sent to the phone and their email. The body of the message is:

Congratulations! This is your new Visualforce Email Template.

[szeitz]

Steps to replicate:

1. In service match, select 'get recommendations'
2. Select 'refer' on a service
3. Select SMS
4. Select Next

Notes:

• Service match email component must be configured. You can complete that through the wiki here
• Contact needs to have a phone number provided in mobile
• Once the referral is sent, you will need to run the apex job in order to get the message to actually send

[ShashiChettepu]

Hello @fifedog, To modify the body of the message. Please follow below steps.

1. From setup choose "Classic Email Templates".
2. In "Classic Email Templates" - change the Folder to "Service Recommendation" and select - "Initial Client Referral Text".
3. Under "Email Template" section click on "Edit Template" button.
4. Change the body to - as below screenshot or modify as of your choice.

[fifedog]

Great! this needs to be documented how to change.

---

Peter Fife

Solution Architect salesforce.com | 16x Certified https://trailhead.salesforce.com/credentials/certification-detail-print?searchString=992MELAxM0l1EIqPUaCw0XxYBUDwbM4w5F9QCrjSMnnb/NzgC+VP7ThHNIfzzDCJ (408) 834-6797

Doing what I love while amplifying the missions of non-profits and education making the world better by implementing and helping them use the Salesforce platform.

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On Mon, May 10, 2021 at 8:24 AM ShashiChettepu @.***> wrote:

Hello @fifedog https://github.com/fifedog, To modify the body of the message. Please follow below steps.

1. From setup choose "Classic Email Templates".
2. In "Classic Email Templates" - change the Folder to "Service Recommendation" and select - "Initial Client Referral Text".
3. Under "Email Template" section click on "Edit Template" button.
4. Change the body to - as below screenshot or modify as of your choice.

[image: Screen Shot 2021-05-10 at 10 18 53 AM] https://user-images.githubusercontent.com/66756287/117683228-78285380-b179-11eb-8499-d045ac388b9f.png

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[szeitz]

Thanks @fifedog and @ShashiChettepu - I can work to add how to customize this in the wiki

[szeitz]

@ShashiChettepu can the action item for this issue be to update the template values to be:

Hi [Name]! Here’s your referral information for [type of service].

[Service Name] [Insert Street, Zip] [Insert Hours and Days] [Insert Phone Number] [Insert Organization’s Website]

We will need to package this in a way that allows the user to edit it once they have installed the package.

[szeitz]

@fifedog I tested in another instance and was able to successfully get a text. I had to have the phone number populated in the Phone field and have the carrier set. Attached is the sample text after I updated the template. I also got an email that was sent with it as a copy of the text.

[fifedog]

I have both the phone numbers filled out (https://www.screencast.com/t/KEqCIHKvonu)

I'm still getting the batch error: REQUIRED_FIELD_MISSING, Email body is required. @szeitz

this is the VF email template (btw - why isn't this being called from an Email action? This really won't fly with customers if they have to type out these merge fields.) `

Hello {!recipient.name} This is your Referral from HART of Folsom. Service Name: {!relatedTo.refrec__Referral__r.refrec__Service__r.name} Website: {!relatedTo.refrec__Referral__r.refrec__Service__r.refrec__Website__c} `