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Advanced merge fields
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02-04-2008 10:21 AM
I'm creating an email template that pulls specific information from a custom object called "Referrals Provided." Referrals Provided contains a lookup relationship to select an Account Name in the system.
What I need to do is pull the Account address, phone, fax, etc. and have that information displayed in the email. I can get to the account name with this "{!Referrals_Provided__c.Account__c}" Is there a way to "crawl" up the relationship and get additional information from the account? So far I have tried:
{!Referrals_Provided__c.ShippingAddress}
{!Account__r.ShippingAddress}
{!Referrals_Provided__c.Account__r.ShippingAddress }
{!Referrals_Provided__c.Account__c.ShippingAddress }
{!Referrals_Provided__r.Account__c.ShippingAddress }
None of which return anything.
Thanks.
What I need to do is pull the Account address, phone, fax, etc. and have that information displayed in the email. I can get to the account name with this "{!Referrals_Provided__c.Account__c}" Is there a way to "crawl" up the relationship and get additional information from the account? So far I have tried:
{!Referrals_Provided__c.ShippingAddress}
{!Account__r.ShippingAddress}
{!Referrals_Provided__c.Account__r.ShippingAddress
{!Referrals_Provided__c.Account__c.ShippingAddress
{!Referrals_Provided__r.Account__c.ShippingAddress
None of which return anything.
Thanks.
Re: Advanced merge fields
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02-11-2008 04:54 PM
Unfortunately, Email templates have not been a feature Salesforce has focused much on. You might be able to use the field type dropdown to add fields from other objects, but I don't quite remember. Give that a shot. If it doesn't work, no you cannot do this.
- Tanner Shamrock
- Tanner Shamrock
Re: Advanced merge fields
[ Edited ]Options
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12-22-2009 02:17 PM - last edited on 12-22-2009 02:17 PM
This is really sad how underpowered standard email templates are.
It's quite unimpressive that I have to use visualforce just to reference a merge field.
Message Edited by cpeterson on 12-22-2009 02:17 PM

