
Trying to create an email template for project completion notification. I cannot find the field definitions for Account and SOW to include in my template. Can someone tell me what they are or where I can find a reference? This is the template I am trying to create that is triggered when a project phase is changed to Complete.
The following project has been completed
Account:
Project Name: {!BIG_Projects__c.Name}
SOW:
Please review the SOW for this project for billing terms and conditions.
1 respuesta
Field Names are normally within the Object
Name> Setup> App Setup >Create > Object > Select the object Name > under custom field & relationships. You can click on the field and copy the Api Name from There.
Also its worth mentioning that you can access the fields name while you are creating/editing the email template. If you look under Available Merge Field.
Hope this helps