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I am wondering to know if it is possible to use a Custom Metadata Type inside an Email Template. I'm moving from Custom Setting to Custom Metadata Type and this feature could be great.

Regarding the Custom Setting, only if we use a Hierarchy Custom Setting we can do that.

Thanks

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You can use custom metadata types in SObject Formula fields so the following works fine (example):

On Contact SObject

New formula field (text) Foo__c with value

$CustomMetadata.MyCustomMetadataType__mdt.SomeDeveloperNameOfRow.SomeFieldName__c

In email template:

Hello {!Foo__c}
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  • can't be used directly? Sep 14, 2020 at 12:22
  • @AdityaVijay - I just tried again using a classic email template - not supported
    – cropredy
    Sep 14, 2020 at 12:58

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