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I have a requirement where in I have to put a link in the email sent to Lead after the web to lead creation. I need to add the Id of freshly created Lead to the link inside the email body sent to that particular lead.

When I try using Lead auto response rule, data in merge fields are not displayed. but, when I check it using " Send test and Verify Merge fields" button I can see the data.

VF TEMPLATE:

<messaging:emailTemplate subject="Invitation" recipientType="Lead" relatedToType="Lead">
<messaging:htmlEmailBody >

Congratulations!
This is your new Visualforce Email Template.

{!relatedTo.Id}


</messaging:htmlEmailBody>
</messaging:emailTemplate>

Am I missing something? As per my understanding, this should work.

PS: The same template if used in the workflow is working fine. I need to utilize the Assignment rules that's the reason I am not going with Workflow rule.

Any Help is appreciated ! thanks

  • Are you using the System Admin Profile? – Carlos Naranjo Apr 23 '17 at 0:02
  • yep ! @CarlosNaranjo . The thing is , I need to send some redirecting links inside this email. So I need Lead Id and Name to pass it in the URL . But , I am not getting the merge field values when I create a lead. but when I use "Send test and Verify Merge fields" button its working fine. – kkbandi Apr 23 '17 at 0:05
  • are you using web-to-lead through API? – Santanu Boral Apr 23 '17 at 0:48
  • @SantanuBoral I hope its an API call as we see its a POST Method. – kkbandi Apr 23 '17 at 9:43
  • If this template is only used for Web-To-Lead, try using either the Who.Id, What.Id or Lead.Id and see if one of those doesn't solve your issue. – crmprogdev Apr 23 '17 at 15:02
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I was able to fix it by replacing relatedTo.Id with the recipient.Id then it was giving the created lead record in the email. As I know, recipient is the one who receives and related To is the object whose merge fields are being populated right?

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