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Matt Brown

Cross Object Merge Fields in Email Template

Email & Email Templates

While it seems that you can use cross object merge fields in an email template, because they are exposed as merge field values, it does not work. Please allow the ability to use cross objects merge fields in email templates. Right now the only workaround is to use hidden formula fields on the parent object to copy the child object fields there and then build the template using those hidden formula fields. The disadvantage to this is that you are using up your custom field quota just to create an email template.

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Latest Comment from Salesforce

Kyle Skibbe - 3 months ago

Hi all - thank you so much for the use cases! Quick update: while this idea is certainly on our radar, we’ve been working to deliver a new drag and drop Email Template Builder in Winter ’21! (idea here: https://trailblazer.salesforce.com/ideaView?id=0873A000000CZPIQA4) and will focus next on the ability to use Lightning Email Templates in email alerts (per this idea: https://trailblazer.salesforce.com/ideaView?id=0873A000000EBHRQA4). These ideas lay the foundation for us to connect all the teams needed to bring cross object merge fields to life. Please stay tuned as we may ask you to help us prioritize our collective roadmaps in the January 202 IdeaExchange prioritization cycle. Thank you again for your input and feedback!

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Comments ( 438 )

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Victor Moura - 15 days ago

How is this not a feature yet?
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Jens Harnisch - 18 days ago

Needed!
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Dawn Ponce - 22 days ago

I echo @Amber Venzke and @Brian Kwong. We need this functionality and creating excess fields and processes requires too much unnecceary maintainence and as Brian said, is confusing when creating reports.
I hope this functionlity will be a high priority in your next cycle.

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Bahiya LAHDID - 24 days ago

+1
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Christ Valentin - 1 month ago

Surprised this is not available yet
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Alan Ruan - 2 months ago

@Kyle Skibbe, I saw the new Email Template Builder, it's great. Looking forward to see cross object merge fields to be available. (or formula field support child objects)
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Bethany Payne - 2 months ago

I was trying to solve a complex use case and just discovered that this is not possible. How can an idea be so old with so many points? It doesn't make me feel better that it's going to be a possibility somewhere in the vague future if it's already 11 years old.

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Gregory Ernest - 2 months ago

Kyle,

Looking forward to this! Need it for building good Macros to fill in complex email bodies for users.
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Kyle Skibbe - 3 months ago

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Michael Herzog - 3 months ago

Trying to pull a quote line item field into an email template and being told that I cannot do this. Specifically, just trying to merge the quantity into an email template so I can confirm the quantity of an order automatically with a new customer. Thank you.

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Jaime M - 3 months ago

Sorry for being off-topic, but bearing in mind that this development will not take place immediately, what do you think of this:
https://trailblazer.salesforce.com/ideaView?id=0874V000000lW9pQAE
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Jasmijn Tsang - 3 months ago

Use case example: Referring to a Contact's salutation and name from an email which is related to Case.

In Classic email templates, it was sufficient to put {!Contact.Salutation_Email__c} (our custom field for this) but on the Lightning Email Template, we cannot refer to any of the Case related Contact's fields it seems.

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Amber Venzke - 3 months ago

@Sean Fielding, I do not want to have to build a process for every single one of my email templates. I want to be able to send a one-off email, using a template, from a record. The fields on related lookup records should be available in the email templates. Currently the only way to do this is using formulas & I am out of my object reference formula fields for every object we've enabled the ability to send emails from in my org. I either need more formula fields (please, no - I don't want to create more fields on my objects) or the actual ability to pull a related record's field into an email template.

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Sean Fielding - 4 months ago

While you are waiting for an OOTB solution..... We offer a 100% free AppExchange app for exactly this use case - Single Email Helper (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJedlUAD). As you can see, we use standard merge field syntax & HTML formatting to produce the desired email output. Reach out to support@gearsdesign.com if you have any questions.

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Amber Venzke - 4 months ago

This would be amazing!

Some of my users have a custom object for Loans. Part of my frustration is having to use almost all of my reference formulas to pull details from the Borrower record(s) just to use them in an email template.

Additionally, we have Business Partner & Borrower record types. When we send emails, we like to co-brand them with the Realtor Business Partner we are working with. The only way to do this now is to use a formula field to pull the Realtor's information onto the Borrower's record, which adds 10-12 fields to the Borrower's record that wouldn't exist but to use them in an email template.

Would love to get an update on this one, as the last comment from Salesforce was a year ago.

How many points does this idea need to make it into development or onto a prioritization cycle? ALL BUT ONE of the ideas for the last round of prioritization had fewer points than this one.