I have the process running fine, it sends the email out correctly but the info that I have built into my template is not populating. Customer data pulled from the Account Objects specifically.
When I test send the email from the Template Editor it works just fine though.
Any Ideas why this would not be working?
답변 9개
On what object is the Email Alert Located? I if email alert is under opportunity and your merge fieds are account merge fields, you'll have an issue. Cross Object Merge fields isn't allowed in salesforce. You need to create a formula field that gets the value from Accounts to Opportunity and use those formula as merge fields on the email template.
https://success.salesforce.com/ideaView?id=08730000000Brk7AAC
