Modifying the Email Template

Available in Version 2.7 and up

You can choose which fields are displayed in email notifications for each object. Follow these steps to modify the template for a standard object:

1. Navigate to Setup.
2. If you are using Salesforce Classic, enter the object name in the quick find, and click Field Sets within that object’s menu components.
3. If you are using Lightning Experience, go into the Object Manager and enter the object name in the quick find, select the object, then click Field Sets in the left pane.
4. Locate the field set named [ObjectName]NotificationFields and click Edit.
5. Add/remove fields as desired. The fields will display in the notification in the same order they appear in the field set.
   Note: some niche standard objects may not have this field set. In such cases, you will need to create one using the naming convention outlined in bullet #4 of the custom object instruction below.
6. Click Save.

Follow these steps to modify the template for a custom object:

1. Navigate to Setup.
2. If you are using Salesforce Classic, enter “objects” in the quick find and select Objects under the Create heading, select your object, scroll down to Field Sets and click New.
3. If you are using Lightning Experience, go into the Object Manager and enter the object name in the quick find, select the object, click Field Sets in the left pane, then click New.
4. While the label can be whatever you desire, the name of the field set must be Kubaru[ObjectName]NotificationFields, minus the “__c” at the end of the object name (e.g. “KubaruHelpdeskTicketNotificationFields”). Enter a descriptive value such as “Kubaru Email Notifications” into Where is this used.
   1. In Kubaru version 4.9 and up, you can name the field set KubaruNotificationFields. This is a simpler alternative in most cases, but is necessary for custom objects from managed packages since field set names do not allow two underscores (__) in a row, which is a character sequence always found in managed package objects’ names.
5. Add fields as desired. The fields will display in the notification in the same order they appear in the field set.
6. Click Save.

Testing the Email Notification Layout

Available in Version 2.17 and up

You can view what a notification for a record would look like without triggering one to be sent.

1. Navigate to a record and copy its ID from the URL.
2. Change the URL after “.com” to /apex/nwcs_ldl__NotificationTest?id=[Paste Record ID] and press enter.