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email template and lookup field answers salesforce hi all i would like to know if it s possible to use fields in email template which are drived from the parent object i read in few places that it s possible however when i perform tests the fields are blank and are not populated can someone please advise thanks in advance hadas email template and lookup field and condition i don t believe the merge field will work in an email template unless the loopup field is a master detail a common workaround is to create a hidden formula field on the parent object and reference that in your email template the formula field for you would just be company r description for example access related object via lookup field in email template there is a request to enable cross object formulas in email merge fields that has been there for 4 years but apparently it s not on the roadmap here so yes i can confirm getting this data will require creation of a new formula field to hold this information as of april 2015 here s the relevant quote using merge fields in salesforce email templates using merge fields in salesforce email templates learn how to integrate dynamic content in a salesforce email template and how to reference values from a lookup relationship in html email template lookup field showing name field of i have two objects parent and child i have created email alert on child with html email template i have to send the link of site page in that mail template with url parameter as id of parent but when i used merge field as child c parent c it is populating value from name field on parent record add new look up field in new custom object which is how to add new look up field in my custom object which should be related to email template object in salesforce thanks how to create an email template in salesforce with pictures salesforce also boasts a number of ways to streamline communication such as website data and email templates you can create an email template that can be sent out en masse allowing you to reach customers quickly this article will tell you how to create an email template in salesforce salesforce object relationships master detail lookup salesforce object relationships master detail lookup salesforce object relationships in this salesforce tutorial we are going to learn about different salesforce object relationships like master detail relationship lookup relationship in our previous salesforce tutorial we learned about different salesforce field types in this lecture salesforce s email template builder limitations and salesforce s email template builder is pretty easy to use that is until you try to pull in information from related objects in a recent situation i was building an email template for a client who wanted very specific information to be pulled into the email how to create lookup relationship in salesforce how to create lookup relationship in salesforce lookup relationship is a 1 m relationship created between two object which forms loose bonding learn now
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