2

I am having trouble creating an email template that requires the following field path: Contact-->Opportunity-->Account-->Factor Data (custom object on account).

We are trying to put together a commission report for our brokers. The brokers (contacts) are linked to the opportunities. However, the fees earned, purchases, etc. that the opportunity incurs for any given month is found on Factor Data (on the accounts page).

I have little to no experience with coding or Salesforce language. I'm just trying to find out if this is even possible.

Would anyone know a workaround given the following Visualforce template?

<messaging:emailTemplate subject="Broker Report" recipientType="Contact"   relatedToType="Opportunity">
    <messaging:plainTextEmailBody >
        <html>
            <body>
                <STYLE type="text/css">
                    TH {font-size: 11px; font-face: arial; background: #CCCCCC;
                    border-width: 1; text-align: center}
                    TD {font-size: 11px; font-face: verdana}
                    TABLE {border: solid #CCCCCC; border-width: 1}
                    TR {border: solid #CCCCCC; border-width: 1}
                </STYLE>
                <font face = "arial" size="2">
                    <p>Dear , </p>
                    <p>Below is a detail of your commission report for this month. </p>
                    <table border="0">
                        <tr >
                            <th>Client</th>
                            <th>Purchases</th>
                            <th>Collections</th>
                            <th>Fees Earned</th>
                        </tr>
                        <apex:repeat var="ox" value = "{!relatedTo.Opportunity}">
                        <tr>
                            <td>{!ox.Account}</td>
                            <td>{!ox.Purchase_MTD__c}</td>
                            <td>{!ox.Collections__c}</td>
                            <td>{!ox.Earned_Fees__c}</td>
                        </tr>
                        </apex:repeat>
                    </table>
                    <p />
                </font>
            </body>
        </html>
    </messaging:plainTextEmailBody>
</messaging:emailTemplate>
Improve this question

1 Answer 1

Reset to default
4

You can reference it, and you don't need to use the <apex:repeat> tag. Let's assume, for example, that your relationship from Account to Factor Data has an API Name of Factor_Data__c. The following table shows you how you would reference the object and pull fields from it.

SObject        Lookup Field      Relationship Name
Contact        OpportunityId     Opportunity
Opportunity    AccountId         Account
Account        Factor_Data__c    Factor_Data__r

So, to reference fields on the related Factor Data object, you would use:

{!relatedTo.Opportunity.Account.Factor_Data__r.Some_Field__c}
Improve this answer
6
  • Thank you @AdrianLarson. I appreciate the quick response. I'll test that out.
    – Conner
    Commented Jan 10, 2017 at 20:08
  • Would it be the same scenario if multiple opportunities were tied to the single contact, or would the apex:repeat tag come back into play with the custom object references beneath it?
    – Conner
    Commented Jan 10, 2017 at 21:26
  • That's not how lookup relationships work. The child object is the many in the many-to-one relationship, so you could have multiple Contacts per Opportunity, but not the other way around.
    – Adrian Larson ♦
    Commented Jan 10, 2017 at 21:28
  • Ok that makes sense. I've encountered that problem in the past. I appreciate all the help.
    – Conner
    Commented Jan 10, 2017 at 21:32
  • Hey Adrian, I may have mis-phrased my question. Is it possible to pull all opportunities that the contact is connected to via contact roles? i.e. If a single broker was the 'referral source' on multiple opportunities, could I pull info from each separate opportunity into the email, or would that still violate the many-to-one relationship? Trying to see if the broker being in the contact roles makes a difference. Thanks again.
    – Conner
    Commented Jan 11, 2017 at 19:13

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .