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Cross Object Merge Fields in Email Template


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

  • David Louie - 1 year ago

    Hi all, thank you for your passion for this idea. We don't plan to address this immediately on the roadmap, but we are weighing different options on how to provide this capability. If you can elaborate on your use case as a comment on this idea, that would be very useful input as we strategize on how to meet this request.
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