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WolverineX61
Nintex Newbie

Merge Fields blank in Salesforce Email Template

Hi All,

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.

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Moderator
Moderator

Re: Merge Fields blank in Salesforce Email Template

@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. 

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tskinnyj
Nintex Newbie

Re: Merge Fields blank in Salesforce Email Template

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 Smiley Happy  
- tjb

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