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Salesforce recently released a new version of the Lightning Email Templates promising Email template editor that don't suck.

I've tried to find any documentation relating to calling the cross object formula fields e.g.

{{{Opportunity.Contact__r.Phone}}}

but that is not possible. Only by doing

{{{Opportunity.Contact__c}}} (Assuming Contact__c = Lookup(Contact) in opportunity field)

The email will show only the Opportunity.Contact__r.Name

Any help will be appreciated.

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    Nope. You'll need visualforce (classic) email templates to go cross object. You can always create formula fields to bring the data down to the same object
    – Nick C
    Commented Feb 17, 2021 at 8:41
  • Apparently you can use Cross object merge fields in Classic but it won't be exposed trailblazer.salesforce.com/ideaView?id=08730000000Brk7AAC
    – compski
    Commented Feb 17, 2021 at 8:46

1 Answer 1

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As of Spring 21' Salesforce release version,

Cross object formula fields are not available for Lightning Email Templates

Best Workaround is to use Classic Email Templates -> Visualforce Email Templates (Text classic email template also can't expose cross object fields)

<messaging:emailTemplate subject="Lightning Email Templates are Useless" recipientType="User" relatedToType="Opportunity">

<p>Account Name : {!relatedto.Account.Name}</p>

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