Salesforce: Using Formula in Email Template

If you wish to use an email template to send email to your Contacts or Leads. Sample of the email template as below:

 

**************************************************************************

Hi {!Contact.FirstName},

Thank you for your enquiry. Our salesperson will be contacting you soon.

**************************************************************************

 

Problem:

Above email, a template will not work when the email is sent out from Lead level.

 

Solution:

You can use formula to pull out both Contact & Lead information. ie: {!if(Contact.FirstName=””,Lead.FirstName,Contact.FirstName)}

 

Supported email type:

Text, HTML (with letterhead), Custom (without letterhead), Visualforce.

 

List of supported formula:

Any logic formula mostly supported. ie: IF(), NOT(), ROUND(), LOWER(), UPPER(), ISPICKVAL(), YEAR(), TODAY(), etc..

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