Have you ever wanted to use cross object fields in Salesforce email templates? You’re not alone! Salesforce email templates are great at standardizing email messaging across your sales and service organizations. You’re able to create beautiful looking email templates which your users can access and send to their leads and contacts. Hooray! But what if you want to include cross object fields in Salesforce email templates? For example let’s say you want to send an email to your contacts which includes information from both the Opportunities object and the Products object. Up until now this hasn’t been possible. Even Salesforce isn’t able to accomplish this (see their limitations here).
But don’t fret! A solution has been born. Now YOU CAN include cross object fields in Salesforce email templates. Yippee! You can create great looking email templates, and pull fields from multiple objects into them. And best of all, your users won’t have to send these emails from Salesforce. They can stay in the comfort of their Outlook inbox and send them from there. Let’s show you how!
1. Install ContactMonkey to Outlook
You can install ContactMonkey to Outlook 2007/2010/2013/2016 from here. Once installed login to Salesforce via your new ContactMonkey sidebar after which you will see a new section in your Outlook ribbon when writing new emails. Here’s how it looks:
2. Select a Cross Object Salesforce Email Template
When you’re ready to include cross object fields in Salesforce email templates, open up a new Outlook email and click on the Salesforce Templates button (see the image above). This will launch the ContactMonkey sidebar on the right side of your email and allow you to select the folder where your email template is located, and then select the cross object Salesforce email template you want to merge into Outlook. Here’s how the ContactMonkey sidebar looks:
You can see I selected the Sales Templates folder and now I’m going to select the template called Multiple Objects Template.
3. Merge the Cross Object Fields into the Salesforce Email Template
Now I’m ready to merge the cross object fields into the Salesforce email template. It’s ridiculously simple. Here’s how it looks:
You see I’m being told that the cross object Salesforce email template references one Account, Case, Contact and Opportunity. So I know I have to select one of each. After I’ve completed associating the email with each object my ContactMonkey sidebar looks like this:
Now that the cross object fields have been properly associated with the Salesforce email template I’m ready to generate the email and merge all the fields. So all I have to do is click Generate Email. Now the email will be merged and inserted into Outlook like this:
YOU’RE DONE! That’s it. Your cross object fields have been properly merged into your Salesforce email template. Now you can simply send the email on its way.
I’ve also included below a simple 3-min video showing you how this can all be accomplished.