I have an urgent requirement on automated email with attachment which i am trying to achieve from Docgen. The Problem is that i have used html text and vf template as well but in none of them, merge fields values are displaying in the email. Please suggest some thing or any workaround.
@WolverineX61 do you have a Salesforce contact or lead being sent with the call to DocGen? In order for Salesforce templates to merge data into an email template, contact or lead is required.
Oh "DocGenVinnie" (classic!)
We've been running merge fields in our SFDC Email Templates for years without adding a contact to our emails. When did this change, for merge fields you "have" to have a Lead/Contact associated?
We don't use the Contact with MIC because we don't want users to look up Accounts/Contacts using OOTB SFDC funcationlity; the look up is not not robust/comprehensive enough FYI.
Let me know, you know how to find me