How to Retrieve Public Email Templates by FolderName?

Question

I have been trying to retrieve all the public email templates by querying for templates within the ‘Public Email Templates’ folder. Here’s the query I attempted:

SELECT Id, Name, Subject, Folder.Name FROM EmailTemplate WHERE Folder.Name = 'Public Email Templates'

However, this query does not seem to work. When querying an email template, I can see that the Folder.Name indeed displays as ‘Public Email Templates’, but the Folder.DeveloperName field comes back as blank. I am unable to filter the public email templates based on the FolderName or Folder.Name fields using SOQL. How can I resolve this issue?

Answer

The issue you’re encountering comes from a misunderstanding of how Salesforce treats the “Public Email Templates” folder. The label ‘Public Email Templates’ that you see in the UI is a user-friendly name for a folder, but it does not exist in the Salesforce database as a queryable field.

Instead, Salesforce uses the organization ID to represent the ‘Public’ folder. The Folder.Name field that displays ‘Public Email Templates’ in the UI is not a part of the underlying database structure for querying purposes. This is why querying Folder.Name for ‘Public Email Templates’ does not yield the expected results.

To resolve this issue, you need to query based on the FolderId, which directly references the folder in Salesforce. For public email templates, the FolderId will be equal to the organization’s ID. You can retrieve the organization’s ID dynamically using UserInfo.getOrganizationId(). Here’s how you can modify your query:

String orgId = UserInfo.getOrganizationId();

List<EmailTemplate> emailTemplates = [SELECT Id, Name, Subject FROM EmailTemplate WHERE FolderId = :orgId];

In this query, the FolderId is set to the organization ID, which corresponds to the ‘Public’ folder in Salesforce. This will retrieve all email templates within the public folder.

If you’re specifically looking for Lightning email templates (which are typically associated with Salesforce Lightning Experience), you can further filter the results by adding the UiType condition:

String orgId = UserInfo.getOrganizationId();

List<EmailTemplate> emailTemplates = [SELECT Id, Name, Subject FROM EmailTemplate WHERE FolderId = :orgId AND UiType = 'SFX'];

In this query, the UiType = 'SFX' condition ensures that only Lightning email templates are retrieved from the public folder.

Explanation:

The FolderName in the UI (e.g., ‘Public Email Templates’) is just a label and doesn’t exist as an actual database field. Salesforce uses the organization ID to represent the ‘Public’ folder.

The FolderId field in the EmailTemplate object stores the ID of the folder, which can be used to query for email templates in a specific folder. For public email templates, this ID corresponds to the organization ID.

The UiType field differentiates between standard and Lightning email templates, and you can use it to filter results to get only Lightning email templates.

Thus, to retrieve public email templates, you need to query by the FolderId (using the organization ID) and, if necessary, filter by UiType to target Lightning email templates specifically.

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