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I'm trying to create a standard HTML merge field to get additional information from a sibling child relationship, but whenever I enter it into the email template SF automatically gets rid of it.

Example merge field:

{!Account.Associate__r.Email_Header__c}

Account has a Related Lookup field called Associate_c, the object Associate_c has a field called Email_Header__c.

Is this at all possible? What is a work around that doesn't involve creating a formula on an Account (which would work, but is messy)

My main goal is to have a different email header/footer but based on the Associate__c in the account rather than letterheads which won't work for our business.

1 Answer 1

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It seems that this functionality doesn't currently work in Salesforce. While it is possible to save a email template with relationship fields - they simply don't work. See this idea to have this fixed.

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