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Salesforce 'Event merge' Fields Do Not Work

게시 일자: Nov 5, 2025
상세 설명

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.

 

솔루션

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 기사 번호

000387918

 
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Salesforce Help | Article