How do I add a merge field to an email template in Salesforce?
Use Merge Fields in Email Templates (Lightning)
- Navigate to the App Launcher (9 dots in left corner)
- Search for “Email Templates”
- Select Email Templates from the list.
- Create a new template by selecting “New Email Template” in the top right corner.
What are merge fields in Salesforce?
A merge field is a field you can put in an email template, mail merge template, custom link, or formula to incorporate values from a record. For example, you can place a merge field in an email template so that the greeting includes the recipient’s name rather than a generic “Hello!”.
How are merge fields resolved in Lightning email template?
In Lightning email templates, merge fields are resolved for activity-enabled objects only, except Contact and Lead merge fields. Activity-enabled objects appear in the Related Entity Type field on the email template record home.
Can a lightning email template work with email alerts?
UTF-8 encoding is used on all Lightning email templates sent through email alerts. ” Partial Delivery ” is right. Unless I’m missing something, merge fields in lightning templates don’t work with Email Alerts. That excludes 93% of our use cases.
Can you use merge fields in Salesforce email templates?
Using Merge Fields in Salesforce Email Templates. One of the neat functionalities in Salesforce is the ability to send an email through an automated process such as workflow rules, process builder, or even Apex code. You can even personalize the email using dynamic content called merge fields.
What kind of encoding is used in Lightning email templates?
UTF-8 encoding is used on all Lightning email templates sent through email alerts. ” Partial Delivery ” is right. Unless I’m missing something, merge fields in lightning templates don’t work with Email Alerts.