Questions tagged [merge-field]
The merge-field tag has no usage guidance.
109
questions
0
votes
1
answer
51
views
How do I use a Custom Setting in a Lightning Email Template?
I would like to use a Custom Setting (or Custom Metadata) as a merge field in my Lightning Email Template, but am getting errors with the suggestions I found using Custom Settings when googling. I ...
- 1,861
0
votes
1
answer
25
views
Send email in AfterUpdate of new record using the new record for merge fields
We have a record for which an email needs to be sent, but the sendEmail process is happening in the AfterUpdate of the triggerhandler.
The email template being used is a VF component/HTML one with a ...
- 1,861
0
votes
1
answer
111
views
Quick Text not merging fields from related lookup Object
I'm using the standard Case object that has a custom field called: Case Financial Vendor which is a lookup relationship to the standard Account Object.
When trying to use Quick Text for merging fields ...
0
votes
0
answers
55
views
HMAC signing with Named Credentials and OAuth
Context
I'm setting up an External Data Source pointing to an OData API.
I've setup a Named Credential and an External Credential for it.
The External Credential is configured to use OAuth2.0 (JWT ...
-1
votes
1
answer
1k
views
Issue sending email using flow and email template with merge fields
I have created an email template on User object as below:
Hello,
A user registered successfully with below details:
First Name: {!User.FirstName}
Last Name: {!User.LastName}
Email address: {!User....
-1
votes
1
answer
689
views
I want to make a URL from record in a custom object in lightning email template
"Hello everyone,
I need help creating a URL in a Lightning email template in Salesforce. But what's special about my situation is that I need the email URL to take me to a path similar to this ...
0
votes
1
answer
592
views
Custom List Button - Merge Field not evaluating (is blank) in URL
I'm trying to initiate a flow from a list button that sits on a dynamic Related List on the Taskray__Project__c object, with a standard retURL parameter and another passed in parameter to the flow. I'...
- 40
-1
votes
1
answer
542
views
Issue with Currency Field value ending in 0 in an email template
I have a custom field with Data Type = Currency , Length = 16, Decimal Places = 2
In a flow, I have 'Send Email' Action. The body of the email uses the custom currency merge field
When the email ...
- 865
0
votes
3
answers
881
views
Multiple If Statements for a merge field for a HTML Email Template
I am trying to create a conditional formula for a merge field for a HTML Email Template with the following logic;
IF both ICMS ID and Portal ID are present then only show ICMS ID
OR
IF only ICMS ID is ...
- 79
0
votes
1
answer
3k
views
Issue with Recipient Merge Field
AS per Salesforce's documentation Email Alert Actions
Lightning Email Templates
In Lightning email templates, merge fields are resolved for activity-enabled objects
only, except Contact and Lead ...
- 865
-1
votes
1
answer
1k
views
How to write a formula where if the date field is not blank, to populate with text
I'm creating an email template that contains a formula where, if our date field, 'DocuSign Sent', is not blank, it should populate the date. But if it is blank, it should populate this text, "No ...
- 1
0
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1
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237
views
How do I use a merge field in a formula that is rolled up?
I have a formula on object Engagement__c.
And when I try to use a value from Contact lookup in a formula with this code:
(Contact__r.FirstName & " " & Contact__r.LastName)
it shows ...
- 1
1
vote
1
answer
153
views
can I pull in just the first name of an approver in an approval process into an email template?
I have an email template used in an approval process for the first approver/entry.
the users want it to just be addressed to the first name, not the full name of the approver but I don't see any way ...
- 341
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votes
2
answers
11k
views
Building a record detail link URL in a custom Email Template
I have created a custom email template with Opportunity Fields.
In the Email template, I want to create a link that will open a record. The recordId of the is auto stored in a text field on the ...
- 865
0
votes
1
answer
240
views
At exactly what point of execution are merge fields in EmailMessage resolved?
I want to create a custom logic that will copy the value of EmailMessage.Subject after the merge fields used in it get resolved.
I tried to do it on the after insert trigger on EmailMessage object. ...
- 452
1
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1
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4k
views
How to add merge fields related to User and Community in Lightning Email Template
I've created a Lightning Email Template where i have to add merge fields related to user and community but there are no such merge fields in merge field picker
I want to add
{!Community.Url}
{!...
- 11
0
votes
1
answer
547
views
How to get the {!$Network.NetworkUrlForUserEmails} in apex code?
I want to send the experience community welcome email invitation link via Phone SMS. For that reason, I need the value of {!$Network.NetworkUrlForUserEmails} in runtime in apex code.
How to do that?
- 471
1
vote
1
answer
419
views
How do I use the merge field in the formula field which is rolled up?
There are three objects:
Room: Field - Price(Currency)
Customer: Field - Total Amount(Rollup-(Amount))
Booking: Field- Amount (Formula-currency).
-> Booking has master-detail relationship with ...
0
votes
1
answer
24
views
Odd syntax in Salesforce VisualforcePage Title Attribute: $Label.Site.my_profile_page
We have a Visualforce Page that was built by a 3rd party and the title has some odd syntax.
title={$Label.Site.my_profile_page}
I looked on the documentation of the VisualForce Developer guide and ...
- 1,462
0
votes
1
answer
1k
views
Merge identical records with batch apex, turn not identical fields in said records into a multipicklist
I'm a novice and this is my first post here so I apologize if im doing this wrong
I have a requirement where i need to use batch apex to: Merge records with the identical fields "Name" and &...
0
votes
1
answer
544
views
VF Email Template - Welcome New Member - {!$User.FirstName} displays created by user, not recipient
As title suggests, I've created a Welcome New Member email using VF email template.
However the merge field {!$User.FirstName} and {!$User.Username} are displaying the created by user - i.e., our ...
1
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0
answers
153
views
How to show "From Name" in Email Template
I want to show specific From Name in the email template as I have more than one record in the Org wide address. Can anyone help how to do it?
Note : I am always getting the current logged in user name ...
- 43
0
votes
1
answer
3k
views
Merge fields not populating in email template
I created a classic email template and have merged fields from a custom object called Order (not the native Salesforce Order object).
The following merged fields don't seem to work:
Order Name: {!...
0
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0
answers
384
views
Updating The Email Change Verification URL
Am looking to update the verification link that is sent out when a user changes their email on our community (VF) storefront.
I have checked the email templates and see the merge field, but cannot ...
- 23
2
votes
1
answer
6k
views
Can Lightning Email Templates call cross object merge fields?
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 ...
- 1,367
0
votes
1
answer
311
views
How to use merge field for CSS in a VisualForce page?
I have a VF page that I display to the user and also send it as a PDF email attachment. I wish to use normal font size while showing the VF page but smaller font size while sending the VF page as an ...
- 1,203
0
votes
1
answer
470
views
Workflow Target user Fields are coming through null. I can't find documentation on this anywhere
I can't find any specific documentation on this anywhere, but surely the following fields should pass through right?
{!Target_User.Manager}
{!Target_User.Name}
{!Target_User.Id}
I have the following ...
- 977
1
vote
1
answer
925
views
How to Display Case Number on automatic email response with Email-to-Case
I am trying to include Case Number of an email template for an email-to-case.
Basically, when a client sent an email to a closed case, he received an automatic email reply. I would like the automatic ...
- 79
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0
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108
views
Send Document PDF/Word with attached file - merged fields [duplicate]
Is there a way, out of the box Salesforce functionality, Lightning Experience, to send somehow an e-mail with an attachment (word or pdf) and merged fields? More specifically, my requirement is:
I am ...
- 917
1
vote
2
answers
2k
views
Email Alert Triggered in Scheduled flow has blank merge fields for Custom fields Only
A Scheduled Flow sends an email alert. The ID and Name fields show up in the email alert, but the other merge (custom) fields do not.
The email alert fired other means works as desired.
The Automated ...
- 116
1
vote
1
answer
684
views
Using IsPickVal() function inside Email Templates
I tried using the following ISPICKVAL formula within an email template as shown:
MQP Type is a pick list on the Task Object. I have run integration code(Python under AWS) which sets the pick list ...
- 117
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1
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3k
views
Using {!$Credential.OAuthToken} in an apex Class
I wrote the code below.
HttpRequest req = new HttpRequest();
req.setMethod('GET');
req.setEndpoint('callout:namedCredential/services/apexrest/customRestAPIGetAccount`);
req.setHeader('Authorization',...
1
vote
2
answers
2k
views
Merge field for base login URL in community welcome email?
I have set up a community and I am using a plain text email template for the welcome email. I would like to mention the community's base login URL in the email body so that users can bookmark it. ...
- 7,390
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votes
1
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743
views
workflow rule and email alerts firing in user context
I performed this test in my sandbox-
There is an object called Object1. When you change a field on it, it triggers a workflow. Workflow sends out email alert. Email alert is using Visualforce Email ...
- 609
1
vote
1
answer
528
views
How to control the fields displayed on Contact merge
I have an existing org, which is using a standard merge on Contact Object. My issue is that, while choosing the values which are to be reflected on the parent Contact, only 5 fields of the Contact ...
- 1,435
3
votes
1
answer
3k
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....
- 109
1
vote
1
answer
706
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 ...
- 11
7
votes
7
answers
12k
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 ...
- 3,162
-1
votes
1
answer
889
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 ...
- 427
2
votes
2
answers
12k
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.
...
- 871
3
votes
1
answer
1k
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 ...
- 575
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votes
1
answer
203
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
-1
votes
1
answer
88
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 ...
- 361
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votes
1
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504
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 ...
- 63
0
votes
1
answer
109
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 ...
- 2,708
0
votes
0
answers
849
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 ...
- 1,397
2
votes
1
answer
5k
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 ...
- 1,115
1
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0
answers
1k
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 ...
- 5,065
1
vote
2
answers
2k
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 ...
- 365
0
votes
1
answer
1k
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 ...
- 39