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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.
Merge Idea · Flag
Kyle Skibbe - 5 months ago
Jessica Crowley - 5 days ago
John Sienkowski - 1 month ago
Martin Hofbauer - 1 month ago
Victor Moura - 2 months ago
Jens Harnisch - 2 months ago
Dawn Ponce - 2 months ago
Bahiya LAHDID - 2 months ago
Christ Valentin - 3 months ago
Alan Ruan - 4 months ago
Bethany Payne - 4 months ago
Gregory Ernest - 4 months ago
Michael Herzog - 5 months ago
Jaime M - 5 months ago
Jasmijn Tsang - 5 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.
Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.
Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.
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