Accessing cross object merge fields in Salesforce

January 10, 2012

At present accessing cross object merge fields in email templates is not possible. You need to create a formula field pointing to the related object's custom field. Also if the related object's field's type is of "Long Text", it won't show up in advanced formula editor while creating the field. We should choose alternative type Text Area. 


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  1. If you use Outlook you no can do this. You can create/manage your templates in Salesforce, including fields from multiple objects, and then merge/send those templates from Outlook. You can learn more here -


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