I have one object called Service Request, them I have a lookup field of Account with retrieves me the name.
In my email template I must show up:
Account: _______ & Account Code:______
My code so far is:
Account:{!Service_Request__c.Account__c}
Account Code:{!Service_Request__c.Account__r.Account_code__c}
Then Account name is ok, but I couldn't get the account code. I've then went to developer console to validate the statement Account__r.Account_code__c
and it returned me the codes perfectly!
After some researches I've figured out that my Account field show be master detail and not lookup, is that right? Why? How should I be able to achieve it?
I hope you can help me on that!
Thank you,
Susane
Best Answer
There is a request to enable cross-object formulas in email merge fields that has been there for 4 years, but apparently it's not on the roadmap here.
So yes, I can confirm, getting this data will require creation of a new formula field to hold this information as of April 2015.
Here's the relevant quote: