Cross Object Merge Fields in Email Template - Ideas - Salesforce Trailblazer Community

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Cross Object Merge Fields in Email Template

Email

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

  • IdeaExchange Moderator - 4 years ago

    Hi Everyone, quick update from Product Management:
    This request is not on our current roadmap, but we recognize it's value and the need for it.

    We're currently exploring a related template revamp project (safe harbor) and if we move forward with that, we'll want to consider this request for development as part of that effort.

    I'll circle back once we have more information, and a decision on that project above. Thank you for your patience.

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