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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

Reena Parekh - 4 months ago

Update: Hi Everyone, thank you to everyone for the feedback, use cases, and patience on this idea. I greatly appreciate all of your use cases as it will help us to validate against potential solutions. Unfortunately, this is something we aren't going to be able to prioritize in the near term future. While this is still on our radar as a highly valuable and requested feature, we are currently working toward closing gaps related to packaging/change sets via the Email Templates in Alerts idea. Thank you so much for your continued support as we strive to balance our feature development roadmap across requests.

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Charlotte Holden - 7 days ago

This is essential as part of Lightning migration, we are currently having to use a mix of Classic and Lightning templates to build email templates which use cross object merge fields.
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Juliette Lessing - 16 days ago

Much needed!
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Emma Bindi - 17 days ago

12 years I am shocked Salesforce hasn't delivered this simple feature yet
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Byron Martin - 20 days ago

There is a definte need for this.
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Shakti Singh - 22 days ago

This will very helpful for developers as well admin if this feature available soon.
Thanks!
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Hilary Eyres - 22 days ago

Lordy. This is maddening.
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Juan Manuel Garrido - 1 month ago

+1
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Jeff Onsrud - 1 month ago

"Hi everyone, thank you for your feedback and all of your votes - which are much higher than many of the features we HAVE implemented. But we would rather work on things with less votes. Have a good day.. BYE!! "

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Victor Moura - 2 months ago

As an alternative I created a Visualforce Email Template. But if you use it, for example, at an Approval Process you will need to create a custom controller since the visualforce template won't have access to the approval process fields by default.

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Lachlan Cameron - 2 months ago

Definitely have a need for this feature
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Penelope Gatlin - 2 months ago

Need this feature!
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Integration User - 3 months ago

It seems this feature is available, SF has conflicting documentaiton in this feature!

https://help.salesforce.com/articleView?id=sf.merge_fields_email_templates_lex.htm&type=5

https://help.salesforce.com/articleView?id=sf.customize_wfalerts.htm&type=5

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Integration User - 3 months ago

Merging fields from the object or related objects into email templates whether classic or lightning through Alerts or any other means should have been a fundamental design feature when this aspect of the SF system was designed, very unimpressed having to deal with this system limitation!

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Divya Verma - 3 months ago

+1
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Claire Toycen - 3 months ago

Agreed! the only alternative at this point would be to create all the fields as formula fields on the object only to use them in a email template?? seems like a massive point for data debt.
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