[SalesForce] Formatting custom field values in email template

Is it possible to re-format custom field values in a mail merge HTML template in Salesforce? Like to remove a dollar sign, or the cents in a dollar amount?

Best Answer

While it's not officially documented, I believe you can use many Visualforce functions in email templates. You just have to manually write the function syntax.

For example, the following plain text email template will produce the output shown in the preview below.

{!Contact.FirstName}
{!LOWER(Contact.FirstName)}
{!UPPER(Contact.FirstName)}

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[SalesForce] Email Template related record not available

Check the 'Allow Activities' checkbox under the Optional Features section on the custom Object's edit page. If you do not have that checked then the Object won't come up in the Related to Record picklist. I don't recall in which documentation I read that, but I just verified it in my DE. My quick search found this knowledge article.

[SalesForce] HTML Email Template URL Encode

Yes unfortunately SFDC email templates do not support inline formulas, nor does the Formula field type support URLENCODE(). The "easiest" way I'm aware of to accomplish this with native SFDC templates is to create a formula field that uses the SUBSTITUTE formula to explicitly replace all the special characters you care about. e.g.

SUBSTITUTE(SUBSTITUTE(my_field__c, ' ', '%20'), 'some other character', 'subbed character')

I think it's also possible, but I'm not certain, that if you auto-populate a URL type field (via trigger or workflow, for instance) it gets auto-encoded.

EDIT: also worth mentioning that you can use Visualforce Email Templates to give you access to more of the formula/templating functionality in Visualforce, but that may be overkill in this case.

Best Answer

Related Solutions

[SalesForce] Email Template related record not available

[SalesForce] HTML Email Template URL Encode

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