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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 - 29 days 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.

Matt Brown

12 years ago

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