Questions tagged [merge-field]
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109 questions
0 votes
0 answers
23 views
Email Merge Field on Salesforce Email Templates overrides CSS defined in HTML Templates
I have a classic HTML without header email template, where I have used a merge field - {!Recipient_User.Username}. When the value of this appears, the salesforce system inserts the username to look ...
- 301
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0 answers
39 views
Merge fields structure on quick text for messaging
Does any of you know how to structure merge fields in Quick Text for Messaging? I've been trying to insert {!Case.CaseNumber} for example, but the result comes in blank once the quick text is resolved,...
0 votes
1 answer
534 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 ...
- 2,005
0 votes
1 answer
45 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 ...
- 2,005
0 votes
1 answer
589 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
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170 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
2k 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
1k 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
693 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'...
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-1 votes
1 answer
706 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 ...
- 881
0 votes
3 answers
976 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
4k 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 ...
- 881
-1 votes
1 answer
2k 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 votes
1 answer
358 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
221 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