Questions tagged [merge-field]
The merge-field tag has no usage guidance.
79
questions
1
vote
1answer
67 views
Extract all occurences of a substring from a string
hello guys how would i extract all instances of a substring pattern given a
string. e.g
given a string templateContent = 'hello adrian , this is for {!Contact.Name} to be delivered to {!Account....
0
votes
0answers
19 views
Passing Email Merge Fields into Salesforce Flow
I have a Lightning Flow that uses a picklist to display certain Email Templates to chose from. Upon selection, the next screen will display the contents of the email alert (Subject, Body). The only ...
1
vote
1answer
30 views
Field Level Security on Email Template Not Working as Expected
I'm trying to hide specific fields in an email template for a specific profile. For this, I removed the field level access for fields I want to hide for the respective profile. After logging in as ...
0
votes
0answers
18 views
Merged fields on Email Template showing #Error!
I am trying to pull information from an Account into an email template. The two fields I am trying to pull are of type Date and Picklist, however when I send a test email, I recieve a #Error! on those ...
1
vote
0answers
200 views
Custom object doesn't appear in “Related Entity Type” dropdown for Lightning Email Template
When I go to create a Lightning Email Template, a custom object I recently created doesn't appear alongside other custom objects in the list of objects available for merge field filtering.
What do I ...
0
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0answers
41 views
Lightning Email Template Translation no applied
Is there a way to translate the merge field picklist values on lightning email template. I already add the translation on the picklist values, I also change my language setting. When I use the created ...
-1
votes
1answer
85 views
Why email field {!Account.Name} is not populating whenever the email is sent out?
I have a simple classic email template of type text.
In the email template I use merge field value {!Account.Name}.
When the alert is send via workflow rule the {!Account.Name} is visible in sent ...
1
vote
1answer
1k views
Lightning Email Templates: Custom Merge Fields
Is there anyway to reference a custom object field when creating a Lightning Email Template or are we limited to the options in merge field picker? I believe it is the latter, but want to verify.
...
3
votes
1answer
281 views
Validate Merge Fields on a Lightning Email Template in Apex
Is there a way to retrieve the merge fields of a specific Lightning Email Template in Apex?
Example
EmailTemplate template = new EmailTemplate();
template.getMergeFields();
I would like to validate ...
0
votes
1answer
76 views
pricebook lookup field is not autopopulating
I have a opportunity object and a pricebook lookup field on that object. I have a create order button on opportunity object when I clicked the button the detail page should be open and pricbook lookup ...
-1
votes
1answer
37 views
Using Merge-fields With force.com site to relate a form to a record [closed]
Project
Build a form off salesforce that can be sent to clients to collect information. A user will Send an email off the account record containing a link to the form. The form will allow clients to ...
0
votes
1answer
51 views
Create Merge field in email template
I have a question related to email template.
I have two object :
1. Sales order (This contain shipment type filed with Means_of_Transport__r as API )
2. Means of transport (This contain code filed as ...
0
votes
1answer
27 views
How to use merge fields while send emails to contact owners?
I am trying to send an email to a contact owner so I passed contact ownerID instead of contact ID, now the user is getting the emails as expected but the merge fields are not working as I am not ...
0
votes
0answers
259 views
Text value of a hyperlink field in email template
I am having a hyperlink field in Opportunity object as follows:
Label : ObjectA Name
Value : HYPERLINK('/'+ObjectA__c , ObjectA__r.Name)
I want to use text value of hyperlink field in an email ...
2
votes
1answer
2k views
What are merge fields in Apex and why are the called so?
What are merge fields in Apex and why are the called so?
As far as I can infer from how the merge field notion is used in the Trailhead, for example:
If you inspect the Visualforce code, you see ...
1
vote
0answers
374 views
Can I use parent field in the new Lightning Email Templates
Summer 18 added the features Lightning Email Templates and also added support for Handlebars Template Language - HML
I really hoped that also the ability to add a merged field of a parent object ...
1
vote
1answer
532 views
Get data using merge fields in apex
I'm implementing custom functionality of merge fields on visualforce page. For that I'm adding templates in select option, after selecting particular template I'm rendering text-area with actual data ...
0
votes
1answer
520 views
Merge field not populating
This is my code to send an email in apex. I have created a text Email Template where i need to use first name from contact. How ever the {!Contact.firstname} field is not populating.When i press "send ...
1
vote
1answer
334 views
Merging subscriberkeys and records
We are facing a issue, where we want to be able to merge records for 2 or more subscriber keys. We know that this is not a standard functionality, so how should we best approach this?
The key element ...
0
votes
1answer
613 views
Email Alerts and Merge Fields not working.
i just need an email alert to be sent to contacts, and activity to be tracked, i need to know if they were opened or not. Process builder cannot provide that for me.
The Problem is that none of the ...
5
votes
1answer
253 views
Named Credential - Merge fields in managed package
I'm working on a managed package where a requirement, out of our hands, is to authenticate to a SOAP API via WS-Security. I was hoping we'd take the strategy of using Named Credentials. This would ...
8
votes
0answers
271 views
Salesforce doesn't merge fields on email sent in platform event context
I have a process that runs every day in the morning. It is a scheduled class that publishes a platform event. When this event is run by the system, it collects some records and sends emails to some ...
0
votes
1answer
384 views
Use logged in user merge fields in visualforce email template
<messaging:emailTemplate subject="Case Report Type" recipientType="Contact" relatedToType="Account"
replyTo="">
<messaging:htmlEmailBody >
<html>
<body>
<style type="...
0
votes
1answer
2k views
How to embed Salesforce merge field as clickable link for HTML button in Email template
Scenario- When user registers through website(built with Django), his/her name, email address and activation link are temporarily stored in a custom object. The activation link is populated by Django ...
0
votes
2answers
495 views
What merge field can we use in an email template to get the Instance needed to generate a URL to an internal knowledge article?
We are sending an email using an email template to an internal user that will have a link to an internal Knowledge article in it.
Currently I have the URL hard-coded like so:
https://na29.salesforce....
0
votes
1answer
401 views
Can I add merge fields to the 'setplainTextBody' before I send out email?
On a VF page, I am making use of Custom Metadata Types and displaying some text to the end users which is going to the input for: setplainTextBody(subBody) to enable capability for editing it before ...
0
votes
1answer
41 views
Using the OR Operator Function in Text Email Templates
I have a text email template and I'd like to display a paragraph of text if Destination__c is either Barcelona OR Buenos Aires.
I tried this, but it doesn't work.
{!IF(OR(Enquiry__c.Destination__c = ...
0
votes
2answers
2k views
Email Template merge fields (Account.Name)
I have a lookup field of Account in the object Lead -- Hotels__c
I have also a lookup field of Contact in the object Lead -- Applicant__c
When trying to merge the {!Account.Name} in the HTML Email ...
0
votes
1answer
566 views
Remove/skip a blank line in HTML email template
We have an HTML email template, wherein a if statement outputs a blank by comparing for two values and a field value for rest. Please see below If statement:
{!IF(OR(Case.Team__c='Bronze',Case....
-1
votes
1answer
321 views
how to give condition in merge field email template salesforce
on case object have one formula field called 'Team Name (API Name : Team_Name__c)'
having formula : TEXT(Owner:User.CC_Team_Name__c )
CC_Team_Name__c is a picklist field on user record
Email template ...
3
votes
1answer
870 views
Email Template Community test email
I need to test an email that gets sent when administrator provides access to the community. I did not use the standard community templates (Changed Password, Forgot Password, New Members Welcome)but ...
0
votes
0answers
43 views
Email Template Formula Help
I have a text field which displays "Thursday, May 18th 5:00 PM". In order to get just the time, I use this formula {!RIGHT([Object].Field__c, 8)}. For this example, this formula returns 5:00 PM.
...
1
vote
0answers
136 views
Package org adds namespace prefixes to $Setup and $Label references - sometimes
In order to establish separate developer orgs for package development, I'm removing namespace references from the code held by a package org. However after a Visualforce page is saved to the package ...
1
vote
1answer
49 views
Formula needed for merge field
Right now I have a picklist field the I want to be used in an Email Template.
The picklist values are "Monday, January 17th 5:30 PM" and "Saturday, March 18th 10:00 AM".
The formula I have of now ...
1
vote
0answers
105 views
is it possible to use merge fields in the attachment of an email template?
i know that merge field can be used for email body and email subject but is it possible to use merge fields in the attachment(eg: MS word document,PDFs) of an email template?
0
votes
1answer
37 views
How can I use the 15-character identity of a parent object to populate merge fields?
I'm editing a Visualforce Email Template whose sending is triggered by automation (process builder) that starts with the creation of an Attendee object that meets certain criteria. The Attendee object ...
4
votes
1answer
1k views
Why does Messaging.renderEmailTemplate() return a “Field Custom_Field__c does not exist” even when the field does exists?
When running the code below anonymously I get a (paraphrased) error:
"Field Custom_Field__c does not exist"
Code:
Id bankId = 'a1e630000000oOG';
Id contactId = '00363000009GnPE';
//verify field ...
0
votes
1answer
392 views
How to get merge fields working in an email template?
In my environment, when someone registers for an Event, an Attendee record is generated. I have successfully created a process in Process Builder that sends an email when an Attendee record is ...
2
votes
0answers
350 views
Merge field syntax in email templates for Campaign Members
I'm trying to create a basic text email template to use in a workflow rule that will be sent out when a Campaign Member is created. I have read here that there are differences in how the syntax should ...
0
votes
1answer
107 views
Can I multiply a personalization string variable?
Is there a way that I can pull a personalization string variable, such as someone's last purchase amount, and multiply it? For example:
I pull %%Last Purchase Amount%%, which is 100, and I want to ...
1
vote
1answer
73 views
Rerender Error, with controller extension
I am receiving an error when trying to rerender a covenant table:
Unknown property 'Loan_Memo__cStandardController.covenanttable'
How to I load my table based on the value of the inputField?
VF:
...
2
votes
2answers
1k views
Using {!User.FirstName} in Email template aiming for User object but return current user
I have an Email triggered on User object and want to say Dear User.FirstName something something.
In the merge field for Email template, User.FirstName will only reference the current User's first ...
0
votes
1answer
58 views
Mergefield from Segment/List into Mergefield from DE
Mergefield into a Mergefield essentially
I have a segment/list as a DE - Columns (email | brand | lang )
I have a 2nd DE - Columns - ( lang | image )
my image uses mergefields from the 1st DE/...
3
votes
1answer
404 views
Email Template {!Receiving_User.Name}
I want to send email to all the users in a public group from initial approval action. How can I refer individual user's name in the email template?
I tried {!Receiving_User.field_name} merge field in ...
0
votes
0answers
619 views
How can I use the CASE() function in an HTML Email Template
I have a picklist custom field in the Contact object, Chats_Reward__c which has five values: Ribbon, Bronze, Silver, Gold, and Platinum.
I would like to use a single email template to send an email ...
2
votes
0answers
21 views
LMA Packages Latest Version Merge Field Not Populating
I'm trying to create an email template that uses the Lead.Name merge field and sfLma__Package__c.sfLma__Latest_Version__c merge field.
When I "Send Test and Verify Merge Fields" - choosing a Lead ...
1
vote
0answers
452 views
Visualforce Email Templates + Field Sets - apex:outputField showing up blank in testing
I'm using field sets to dynamically query and merge fields across objects onto a Visualforce component to put in a VF email template. When I query the parent object (Intake) it seems to work fine but ...
0
votes
1answer
742 views
Issue with Conga Subquery not returning the correct value in a detail table
I'm having an issue with where a value from a subquery in a conga query is not returning the correct value in a detail table. I tested the conga query in Salesforce query editor and its working ...
1
vote
1answer
584 views
Conga's Nth row syntax not working
So I have a data set from a conga query called guarantors and need to reference field values from the 1st and 2nd rows. I have tried using the syntax from conga but it will not work:
{{Guarantor....
2
votes
1answer
450 views
Remove newline characters from address merge field
I'm using a merge field inside a piece of JavaScript Code.
{!Lead.Street}
However in some cases, the result can be an address with 2 lines, and the newline character (I suspect) is causing an ...
