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Jun 17, 2019 at 4:03 vote accept Irene
Jun 17, 2019 at 3:48 comment added Irene I was considering using a VF template, but then I can't set the recipient to my custom field in my custom object. The recipient is neither a contact, lead or user, but a name and email address on my custom object. It looks like my only option therefore is to create a formula field on my object to determine the role. Not ideal.
Jun 12, 2019 at 3:20 comment added cropredy @Irene - yes, I placed a simple {!TEXT(Contact.FirstName)} in an email template and saw that the result is NULL. Picklists require wrapping with TEXT to inspect the characters so you are out of luck. It is for reasons like this that I tend to use VF email templates so I'm not hamstrung nor reduced to hacks
Jun 12, 2019 at 3:17 history edited cropredy CC BY-SA 4.0
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Jun 12, 2019 at 3:00 comment added sfdcfox @Irene Shoot. I'm pretty sure cropredy's right. The basic template merge feature is kind of useless. It's been a while since I've used it, so it's probably right.
Jun 12, 2019 at 2:45 comment added Irene I would prefer not to have to go into that work just to accommodate whether to use 'a' or 'an', so was hoping I could just use a formula. So are you saying that I cannot use the LEFT or BEGINS formula function on a picklist field?
Jun 12, 2019 at 0:19 history answered cropredy CC BY-SA 4.0