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KMK91KMK91 

Filter Long TEXT area and Cross object in Email template Merge field

Hi Team,

1.How to filter Long Text area in SOQL query?

2. How to refer Quote(child Obj) associated Account(Parent Obj) fields in email template (Merge fields),becuase 
 i tried like below
{!Quote.Account.LeadSouce} here LeadSouce is not displaying in email template.

Thanks
KMK

 
SUCHARITA MONDALSUCHARITA MONDAL

Hi KMK,

1. You cannot filter long text area using SOQL
2. Right now the cross-object merge fields are not available in email templates (https://help.salesforce.com/articleView?id=000324867&language=en_US&mode=1&type=1) 

Wayround is give in the below link but comes with a cost.
https://trailblazer.salesforce.com/ideaView?id=08730000000Brk7AAC

 

Hope this helps!

Sucharita