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Salesforce Event Merge Fields Do Not Populate in Email Templates (Classic and Lightning)

Дата публикации: May 28, 2026
Описание

In Salesforce, mail merge fields for the Event object do not populate when sending emails using the Send an Email button, when testing merge fields, or during mass email sends. This occurs because Event merge fields are designed to work only when triggered by an email alert that is configured within a Workflow Rule on the Event object.
For example, if you create an email template with the merge field {!Event.Subject} and send it manually using the Send an Email button on a record, the field will appear blank in the sent email. The same template will populate correctly if triggered by a Workflow Rule email alert on the Event object.
This article explains how to create a sample Workflow Rule to correctly use and test Event merge fields in email templates.

 

Решение

Sample Workflow to Test Your Event Merge Field

Use the following steps to create a Workflow Rule that triggers an email alert using Event merge fields.

In Salesforce Classic

Navigate to: Setup | Create | Workflow and Approvals | Workflow Rules | New Rule

  1. Select Object = Event.
  2. Configure the Workflow Rule with the following settings:
    1. Evaluation Criteria: Created, and every time it's edited
    2. Rule Criteria Field: Event: Created Date
    3. Operator: not equal to
    4. Value: null (leave blank)
  3. Click Save & Next.
  4. Under Immediate Workflow Actions, click New Email Alert.
  5. Enter a description for the email alert.
  6. Select your email template (the template containing Event merge fields).
  7. Select the recipient.
  8. Click Save.

In Lightning Experience

Navigate to: Gear icon | Setup | Process Automation | Workflow Rules | New Rule

  1. Select Object = Event.
  2. Configure the Workflow Rule with the following settings:
    1. Evaluation Criteria: Created, and every time it's edited
    2. Rule Criteria Field: Event: Created Date
    3. Operator: not equal to
    4. Value: null (leave blank)
  3. Click Save & Next.
  4. Under Immediate Workflow Actions, click New Email Alert.
  5. Enter a description for the email alert.
  6. Select your email template (the template containing Event merge fields).
  7. Select the recipient.
  8. Click Save.

Once the Workflow Rule is active, any Event that meets the rule criteria will trigger the email alert, and the Event merge fields will populate correctly in the sent email.

Номер статьи базы знаний

000387918

 
Загрузка
Salesforce Help | Article