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How to include fields of related object in Mail Merge template?
I am creating a mail merge template on opportunity. On Opportunity, we have a custom Account lookup field named Supplier Name (API name is SupplierName__c). I want to include this Account fields like Phone, Address etc in the mail merge template but I am not able to do this.
I can display Supplier Name (like this <<Opportunity_SupplierName>> ) but cannot retrieve other fields. To display phone, I tried this:
<<SupplierName_Phone >>
<<Supplier_Name_Phone>>
<<Opportunity_SupplierName_Phone>>
<<Opportunity_Supplier_Phone>>
Any Idea how it should be done?
I can display Supplier Name (like this <<Opportunity_SupplierName>> ) but cannot retrieve other fields. To display phone, I tried this:
<<SupplierName_Phone >>
<<Supplier_Name_Phone>>
<<Opportunity_SupplierName_Phone>>
<<Opportunity_Supplier_Phone>>
Any Idea how it should be done?
For getting related object fields use visualforce template and find the below sample code,
Where relatedToType is Contact object and i am binding contact related account name by using {!relatedTo.Account.Name} Syntax.
For your case, try the below,
relatedToType - Opportunity
{!relatedTo.SupplierName__r.Name} --> Dynamic Binding
SupplierName__r is the relationship name. Just ensure your relationship name.
I am creating a mail merge template which is not accepting the dot notation. Here is introduction of mail merge: https://help.salesforce.com/HTViewHelpDoc?id=mailmerge.htm