First ---> https://success.salesforce.com/ideaview?id=08730000000Brk7AAC
I created a classic email template of type "Custom (without using Classic Letterhead)"
So i can find the merge field but it doenst pull any value into it when the email is sent. The opportunity fields (which i also have in this template) all have the correct value
So i was thinking i will create a formula field on my object (opportunity) and use it. Unfortunately i can't reach that field because
To be clear i want to create a formula field on opportunity where i pull in the value from the field "name" from custom object A
This is not possible.
Any idea's how to display the value from that field on the opportuniy object so i can use it in my email template?
Please no links to app exchange apps. I think this should be possbile out of the box but i simply don't know how to solve this.
2 risposte
How is your Name field on Object A refernenced by Object B? Is it a lookup on Object B? In that case, you should be able to access it. This would be similar to creating a formula on Opportunity to pull in a lookup field on the Account related to the Opportunity.
I just tested a formula on an Opportunity that looks up to the Account object, and finds the Owner on the Account and looks up to that person's manager to find the manager's alias. So that's traversing like 3 objects, all based on lookups.
