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Salesforce 'Event merge' Fields Do Not Work

Julkaisupäivä: Nov 5, 2025
Kuvaus

Mail merge fields for Events do not populate when sending it through "Send an email", Test and verify merge fields or mass emails. Merge Fields for Events only populates if the email template is used under an email alert for a workflow created under the Events Object.

 

Ratkaisu

Sample workflow to Test Your Event Merge Field
 

Classic: Setup | Create | Workflow and Approvals | Workflow Rules | New Rule
Lightning: Gear icon | Setup | Process Automation | Workflow Rules | New Rule
 

1. Select object = Event
2. Configure Workflow Rule = fill out the fields

Example:

Evaluation Criteria = created, and every time it’s edited
Rule Criteria
Field = Event : Created Date 
Operator = not equal to 
Value = null or just leave it blank

 

3. Click Save & Next.

4. Next under Immediate Workflow Actions

a. Select New Email Alert.
b. Type in a description.
c. Select the template.
d. Select recipient.
e. Click Save.  

Knowledge-artikkelin numero

000387918

 
Ladataan
Salesforce Help | Article