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Cross Object Formula Field Between Custom Object & Contacts

We are a nonprofit organization, using the Salesforce Volunteer Management application with some customization. Our goal is to be able to send a mass email to volunteers  (currently have look up relationship with contacts) with a particular skills or other information provided in a field to register for a Volunteer Event, which involves a second object called Volunteer Participant. We are using Form Assemble and an email template with merge fields providing information about a specific volunteer opportunity- this is successful when you send an individual email. The challenge is when you have to send out 40 to 60 individual emails- very time consuming.


Can this be done?


It was suggested we use cross object formulas between a custom object and contacts. Anyone willing to provide input and assistance with this?



Steve :-/Steve :-/

Hi Ellen :-)  

What relationship does the custom object have to the Contact object?  Is it a Parent, Child, Sibling, or Master-Detail?




Glad to hear from you! :smileyvery-happy:


Currently, there are only look up relationships. When discussing with Support, there was a major issue with the fact that the email template did not allow you to choose a specific related object... as in "Related To".... and you chose the correct volunteer event. If you remember, our contact page fields are quite numerous...was not certain if it is a good idea to add more to Contacts, if we can avoid this...I am trying to recall exactly what would happen if we create a master detail relationship...





Steve :-/Steve :-/

I'm downloading the Volunteerforce App onto my (the one that you have access to)


I am going to send you an email..


I believe that you can do that mailing merge if you use Conga Composer from AppExtremes on the AppExchange.


We have been using their system for years and find it extremely powerful - you can combine field content from multiple objects into merges. You can even set it up to merge all the documents at once for a mass mailing. Check them out. You will not be disappointed.