In my use case, I have 2 objects called 'Object A' and 'Object B'. 'Object B' contains a master-detail relationship to Object A. I have an email alert which has been set up on 'Object A'. In the corresponding email template is as below and it is working fine.

Hi {!ObjectA__c.OwnerFirstName},

Congratulations! Your request is approved by. Please proceed with completing your classes and we wish you the all the best.

My current requirement is that I need to merge child object field into this email. So that I have added {!ObjectB__c.Status__c} as folllows.

Hi {!ObjectA__c.OwnerFirstName},

Congratulations! Your request is approved by
. Please proceed with completing your classes and we wish you the all the best.

But it is not working. Appreciate if someone can help me out regarding this conern


There are a couple of things here - your Email Alert is based on the parent, Object A. So it wouldn't be able to reference Object B records like that because it wouldn't know which child record you were referring to.

However, cross object merge fields aren't currently supported - see this: https://developer.salesforce.com/forums/?id=9062I000000g7bmQAA

Normal workaround is to put a formula field onto your primary object that pulls the info you need from the related objects, and then reference that in your email template. But again - think about whether you want your primary object to be on your parent or child object - in your case I would be making the child object the primary object of the email alert.

  • Currently these email alerts are firing through a process builder which has been set on Object A. As per your comment, if I am setting email alert on Object B and doing changes accordingly, do I have to set the process builder on Object B? Summarizingly, the object of email alerts and the process builder should be the same? – Ruklani Attanyake Mar 7 at 16:59
  • 1
    Yes, process builder will pass the triggering record through to the email alert, so it should be triggered from Object B. – edralph Mar 7 at 20:35

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