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Merge Fields do not work in Messaging Template when Process Builder fires on Task

Udgivelsesdato: Oct 13, 2022
Beskrivelse

If you've created a Process Builder that fires on a Task and uses a Messaging Template, and that Messaging Template contains Merge Fields, those Merge Field will not update with the corresponding values. It sends the Message to the Messaging User's device from the Account or Contact, but won't pull in the merge fields as you may expect.

The error received in the Messaging Error Log is:

"Can't insert the merge fields into the message because Quick Text isn't supported on the object you specified in the process. Messaging sends the message without the merge fields. Re-create the process using an object that supports Quick Text. Or re-write the message without the merge fields."

 

Task is a standard object that has a child relationship to both Account and Contacts.

Løsning
Possible workaround to this expected behavior: 
In order for this to work, the object you're sending from must support Activities, and sending an Activity from an Activity (Task in this case) is not possible.

Use a custom object or a standard object that supports Activities and use that as the context to map the same information from the Task to the chosen object. Then create a Process Builder that triggers an outbound message when the chosen object has a new record created. 
Vidensartikelnummer

000388994

 
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Salesforce Help | Article