I'm building an email template, and I want to use merge fields from either a
Contact but I also want to use a related record.
I copy the desired merge fields into my template in the web-ui editor, however, when I go to send a test, I select a
Contact, but in the drop-down for related records, I don't see the custom object I'm looking for as an available record type to search on. I do see other custom types that I have but don't want to use...?
If I want to build a dynamic URL for a link in the email body with the html editor, and this link is based on some of the merge fields how do I enter them? The html body of the email shows the HTML in the merge fields in the WSIWYG editor for HTML templates. It has a weblink editor - but I'm not sure where to merge the un-encoded email with merge fields, like so...ok I think I found this in the email template in the IDE...!