I have put the following in an email template:
From: {!Contact.FirstName} {!Contact.LastName}
Organisation: {!Account.Name}
Address:
{!Account.BillingAddress}
{!Account.BillingCity}
{!Account.BillingCountry}
{!Account.BillingPostalCode}
Email: {!Contact.Email}
IP Addresses: {!Account.IP_Address__c}
When I hit 'Send Test and Verify Merge Fields' it works fine, because I choose a contact. However, when I create the account on Salesforce (which definitely has contact details), the email sent doesn't contain any of the contact information, the fields are blank.
Why is this? Am I doing something wrong or will it not allow Account and Contact info on the same email?
Thanks.
2 réponses
The problem you are running into is that an Account has many Contacts, so you can't reference a specific Contact's fields from an Account. If you send the email on Contact creation instead, you'll be OK, since each Contact has only 1 Account related to it.