• MC Admin
  • NEWBIE
  • 10 Points
  • Member since 2012

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 3
    Questions
  • 8
    Replies
We want to have our plain text email templates address a couple by their first names if both names are available, otherwise address just the client's first name.
Examples:
- If the father's first name field has the name "Paul" and the Client's first name is "Lainie", the email should start with "Dear Paul and Lainie,"
- If the father's first name field is blank, the email should start with "Dear Lainie,"

We have searched the forums and still can't seem to make a formula work. We have tried the following:

Dear {!if({!Babies__c.Fathers_First_Name__c}="",{!Babies__c.Client_First_Name__c},{!Babies__c.Fathers_First_Name__c} and {!Babies__c.Client_First_Name__c}),

The output we get with this formula is:
Dear ="",Lainie,Paul and Lainie),

Any help would be much appreciated.
We created a custom button to have the email address(es) in the custom object auto-populate in the email using the following formula:
 
location.replace('/_ui/core/email/author/EmailAuthor?p24={!Client__c.Email_1__c}&p4={!Client__c.Email_2__c}&p5=support@companyname.com');
 
The email addresses are populating correctly, but we are having the following issues and would very much appreciate some help:
 
1. The information that is supposed to auto-fill in the email templates (i.e.; Dear {!Client__c.First_Name__c}, is now blank when we select the template.

2. When we click the custom button to send and email and then click “Cancel” it takes us back to the home page, instead of the client record

3. When we click the custom button to send and email and then click “Send” it takes us back to the home page, instead of the client record
 
Also, we recently received an email from SalesForce stating the following:
“Salesforce will block JavaScript execution in hyperlink formula fields via a phased approach. Salesforce defines these fields as custom hyperlink formula fields starting with the string "javascript:"  Is this going to interfere with the custom button formula shown above?
 
Thanks in advance.
 

Is it possible to create a button that will convert a Lead to a Custom Object with the Group Edition of SalesForce?

 

Thanks in advance.

We want to have our plain text email templates address a couple by their first names if both names are available, otherwise address just the client's first name.
Examples:
- If the father's first name field has the name "Paul" and the Client's first name is "Lainie", the email should start with "Dear Paul and Lainie,"
- If the father's first name field is blank, the email should start with "Dear Lainie,"

We have searched the forums and still can't seem to make a formula work. We have tried the following:

Dear {!if({!Babies__c.Fathers_First_Name__c}="",{!Babies__c.Client_First_Name__c},{!Babies__c.Fathers_First_Name__c} and {!Babies__c.Client_First_Name__c}),

The output we get with this formula is:
Dear ="",Lainie,Paul and Lainie),

Any help would be much appreciated.
We created a custom button to have the email address(es) in the custom object auto-populate in the email using the following formula:
 
location.replace('/_ui/core/email/author/EmailAuthor?p24={!Client__c.Email_1__c}&p4={!Client__c.Email_2__c}&p5=support@companyname.com');
 
The email addresses are populating correctly, but we are having the following issues and would very much appreciate some help:
 
1. The information that is supposed to auto-fill in the email templates (i.e.; Dear {!Client__c.First_Name__c}, is now blank when we select the template.

2. When we click the custom button to send and email and then click “Cancel” it takes us back to the home page, instead of the client record

3. When we click the custom button to send and email and then click “Send” it takes us back to the home page, instead of the client record
 
Also, we recently received an email from SalesForce stating the following:
“Salesforce will block JavaScript execution in hyperlink formula fields via a phased approach. Salesforce defines these fields as custom hyperlink formula fields starting with the string "javascript:"  Is this going to interfere with the custom button formula shown above?
 
Thanks in advance.
 

Is it possible to create a button that will convert a Lead to a Custom Object with the Group Edition of SalesForce?

 

Thanks in advance.