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..