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Chad Ritchie
Merge Fields Not Working In Text Formula
Hey guys,
I've created this formula, which will go in an email template and basically serve as the whole email. Unfortunately, the formula just keeps bringing back the field name, and not the value of the field. There's a small piece of my formula below, what I'd like is for the name of the Sales Professional to come in, but unfortunately every time I send myself an email, using this formula, the only thing that comes back is the name of the field, not the person. Any idea why this might be happening? (And I've tried to put the field in brackets, and a number of other formats, but still no luck. Thanks!!!
IF(AND(ISBLANK( Prospect_First_Name__c ),ISPICKVAL(StageName,'Proposal Sent')),"Dear SalesProfessional__r.Full_Name__c , I wanted to follow-up and make sure you received and reviewed our proposal.
I've created this formula, which will go in an email template and basically serve as the whole email. Unfortunately, the formula just keeps bringing back the field name, and not the value of the field. There's a small piece of my formula below, what I'd like is for the name of the Sales Professional to come in, but unfortunately every time I send myself an email, using this formula, the only thing that comes back is the name of the field, not the person. Any idea why this might be happening? (And I've tried to put the field in brackets, and a number of other formats, but still no luck. Thanks!!!
IF(AND(ISBLANK( Prospect_First_Name__c ),ISPICKVAL(StageName,'Proposal Sent')),"Dear SalesProfessional__r.Full_Name__c , I wanted to follow-up and make sure you received and reviewed our proposal.
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