Please check Deliverability in your org. Access to Send Email should be All email. And make sure Avaialble check box should be check on email template.
Please check Deliverability in your org. Access to Send Email should be All email. And make sure Avaialble check box should be check on email template.
Go to your Email Template that you would like to test and click on the Send Test and Verify Merge Field,
You will see the following options on a pop up window, "Preview the template with the following records:"
1. Recipient Record: You can select a Contact, Lead or User; the template will retrieve Merge Fields such as: {!Contact.FirstName}. But no email will be send to the Contact, Lead or User you choose in this box
2. Related to Record: If your email template uses information from object such as Accounts, Opportunities, etc, you can select any record in those objects and the template will retrieve the merge fields from the record and populate the template with that information.
3. A check box for Send email preview to: By selecting this option and typing the correct email address, and email will get generated. This option is the only one that will generate a test email, and it will be sent to the specified email address only, not to the Recipient Record email address. You can also do this test several times with different email recipient to see how the template will look in different email clients such as Outlook, Yahoo, or etc
Lead object in Send Test and Verify Merged Field is considered a person, so you can find it in Recipient Record, instead of Related To Record. And the Lead merged fields used in the template will be populated with selected Lead record.
And make sure Avaialble check box should be check on email template.
Please let us know if this will help you
Thanks
Amit Chaudhary
All Answers
And make sure Avaialble check box should be check on email template.
Please let us know if this will help you
Thanks
Amit Chaudhary
Please try this !!
Go to your Email Template that you would like to test and click on the Send Test and Verify Merge Field,
You will see the following options on a pop up window, "Preview the template with the following records:"
1. Recipient Record: You can select a Contact, Lead or User; the template will retrieve Merge Fields such as: {!Contact.FirstName}. But no email will be send to the Contact, Lead or User you choose in this box
2. Related to Record: If your email template uses information from object such as Accounts, Opportunities, etc, you can select any record in those objects and the template will retrieve the merge fields from the record and populate the template with that information.
3. A check box for Send email preview to: By selecting this option and typing the correct email address, and email will get generated. This option is the only one that will generate a test email, and it will be sent to the specified email address only, not to the Recipient Record email address. You can also do this test several times with different email recipient to see how the template will look in different email clients such as Outlook, Yahoo, or etc
Thanks !
I have enabled the Leads object, but I can not display it among the objects to select as "Related to Record".
Do I need some special function?
Thank's