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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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