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Topics#CollaborationMichael Dely's Question
Michael Dely asked in #Collaboration
Mar 26, 2018, 8:39 PM

Prepopulate "Related To" in Email Templates

We run email templates from the contact page and not the household.  I would like to have the "Related To" Household Field automatically prepopulate with the household name which is associated with that contact record.  This is because important workflows are dictated and triggered by certain emails being sent out.  I have included a screenshot below showing what I would like prepopulated (1st Slide).  The 2nd slide shows what I have done as an action button in hopes to solving this issue.   

 

I received some good info from a Salesforce Contributor and it has helped me a lot, however I believe my settings are still amiss somewhere.  Advice would be appreciated!  Thanks.

 

PrepopulateUser-added image
8 answers
  1. Thomas Hoffman (Crowe)
    Mar 28, 2018, 1:58 AM
    Sure, create that same button (can use the exact same URL) on the task object.  Shoudl work just the same. 

     

    Sure, create that same button (can use the exact same URL) on the task object. Shoudl work just the same.
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