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sftechlearner
Inserting link of a look up field in an email template.
Hi,
I have an email template that merges all the fields in opportunity. In the opportunity page we have look up for Case.
I would like to merge the link for this look up field case in the email template.
Any idea on this?
Thank you!!!
Hello,
As of now cross object merge field in email template doesn't work. It seems that you can use cross object merge fields in an email template, because they are exposed as merge field values, it does not work. Please allow the ability to use cross objects merge fields in email templates.
Right now the only workaround is to use hidden formula fields on the parent object to copy the child object fields there and then build the template using those hidden formula fields. The disadvantage to this is that you are using up your custom field quota just to create an email template.
I would suggest you to promote the idea on idea exchange at below link:
https://success.salesforce.com/ideaView?id=08730000000Brk7AAC
Hope this helps!
You will need a formula field of text type with a formula similar to this... Remember to replace <mydomain> in the URL for your own company if you use one and <Case__c> and <Case__r> for whatever the name of the child object is in your own scenario. Hover over the actual lookup field link to see what the URL is and then copy it but replace the ID part with the related object ID field. In my own case, the ID field returned 15 character ID's whereas the lookup field on the parent object uses the 18 character link but it makes no difference as they are both interchangeable (and it saves a few bytes on your formula field limits).
Hope this helps people.