I have inherited (new job started last week) a salesforce system with no prior knowledge of salesforce and nobody to show me the ropes. I am generally pretty savvy with spreadsheets, databases etc. but wow this is something else! (I should say I am not a developer).
We have a couple of email templates that were set up several years ago by consultants, and one of them has stopped pulling the merge fields in when you insert it into an email from the job (in classic) or the account (in lightning).
#Trailhead Challenges #Automation #Nonprofit
I have tested it in setup and it seems to be working fine there, so I don't get why it doesn't work in the job - the headers appear ok, it's just the merge fields are missing. The other template is working fine.
Can anyone help me troubleshoot this? And can anyone help me understand why I can't send an email from a job in lightning but I can in classic?
Help or advice (tailored to my lack of knowledge of salesforce) would be so massively appreciated :)
Hey Sarah,
It would be helpful if you could attach a screenshot of the problem that you are facing.
Thanks
