Skip to main content
Topics#EmailSara Monksfield 的问题
Sara Monksfield (RSC) 提问于 #Email
2014年7月15日 12:30

Add email, contact name and account details to email template

I want to send an email that identifies account and contact information, when a certain type of account is created.

 

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 个回答
  1. Jeff May
    2014年7月15日 12:35
    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.
撰写回答...
0/9000