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Questions tagged [merge-field]

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-1
votes
1answer
52 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
186 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
72 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
42 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
35 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
29 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
19 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
155 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
798 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
209 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 ...
0
votes
0answers
211 views

Dynamic Field Value in Custom Button or Link Detail

I have a Dynamic Field Value or Link Detail attached to Contact/Leads, this link uses merge fields to build a link that contains Contact.MobilePhone like so for example: Button or Link URL https://...
1
vote
1answer
290 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
269 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
158 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
342 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
169 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
191 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
222 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
1k 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
252 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
254 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
39 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
1k 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
376 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
233 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 ...
2
votes
1answer
563 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
42 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
122 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
47 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
97 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
36 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 ...
3
votes
1answer
636 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
276 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
284 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
83 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
67 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
964 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
57 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/...
2
votes
1answer
281 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
402 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 ...
1
vote
1answer
910 views

Reduce white space in conga Word output

I've created a Word template using text-based merge fields. The amount of text in some fields, however, makes for excessive line spacing in the document that's generated since the data is far shorter ...
2
votes
0answers
20 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
348 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
537 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
376 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
405 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 ...
0
votes
0answers
366 views

Is it possible to add the link of the parent record while sending a mail?

Is it possible for us to send the link of the parent record in the mail? We have detail link to send the link of that current record so any workarounds to send the link of the parent?
2
votes
0answers
219 views

Merge field not populated in the subject of a Text Email Template

I am facing the following issue: I have specified an email template that points to an Account record. I have included in the body and the Subject both, merge fields. The values in the body of the ...
0
votes
1answer
278 views

Merge Fields not updating in Controller

I have a basic form in which I need to fill in details about a Case. The form also has a section to fill out Account information. So my standard controller is Case with an extension: CaseInputFormExt ...
2
votes
1answer
674 views

Pulling Merge Fields that contain HTML into an email template

I have a RTF with html code in it: <button>Click Me</button> When I create an HTML Email template and use the merged field: {!Object.Field__c} The output in the template is simply: &...