Converting CRMSDK Templates to Scriptable Templates

If you have outdated CRMSDK templates in your account, you can convert them to scriptable templates.

To convert a CRMSDK template to a scriptable template:

  1. View the CRMSDK template you want to convert.

  2. Click Convert to Scriptable.

  3. If this is an email template select the type of record the template is used for.

    A new template record is created and the name is appended with (Converted).

  4. Check the template to make sure all fields have been converted correctly.

  5. Click Save.

You should test any converted templates before using them. You can view the template in Source mode to review any fields with hidden logic after conversion.

Important:

When you convert a template, the ID remains the same as the original template. However, custom workflows or scripts using the original template must be updated because they use different APIs.

A few notes on specific tags:

Related Topics

Scriptable Templates
HTML and FreeMarker for Scriptable Templates
Synthetic Fields for Scriptable Templates
Sample Scriptable Templates

General Notices