Questions tagged [merge-field]

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1 answer
22 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 ...
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1 vote
1 answer
28 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 ...
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-1 votes
1 answer
568 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 ...
0 votes
1 answer
60 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. ...
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1 vote
1 answer
871 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} {!...
0 votes
1 answer
165 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?
1 vote
1 answer
180 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
21 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 ...
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0 votes
1 answer
393 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
154 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 vote
0 answers
34 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 ...
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0 votes
1 answer
990 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 votes
0 answers
172 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 ...
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1 vote
1 answer
2k 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 ...
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0 votes
1 answer
176 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 ...
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0 votes
1 answer
251 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 ...
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0 votes
1 answer
306 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 ...
0 votes
0 answers
103 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 ...
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 ...
1 vote
1 answer
369 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 ...
0 votes
1 answer
1k 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
949 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. ...
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0 votes
1 answer
393 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 ...
1 vote
1 answer
59 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 ...
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3 votes
1 answer
2k 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....
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1 vote
1 answer
355 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 ...
4 votes
3 answers
5k 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 ...
-1 votes
1 answer
447 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 ...
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2 votes
2 answers
7k 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. ...
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3 votes
1 answer
985 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 ...
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0 votes
1 answer
116 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 ...
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-1 votes
1 answer
64 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
1 answer
297 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
1 answer
61 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 ...
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0 votes
0 answers
652 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
1 answer
4k 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 ...
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1 vote
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 ...
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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 ...
0 votes
1 answer
994 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 ...
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1 vote
1 answer
754 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 ...
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0 votes
1 answer
2k 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
1 answer
401 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 ...
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9 votes
0 answers
678 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
1 answer
1k 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
1 answer
4k 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
2 answers
2k 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....
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0 votes
1 answer
943 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 ...
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0 votes
1 answer
126 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 = ...
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1 vote
2 answers
5k 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 ...
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0 votes
1 answer
2k 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....