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Account Name as merge field for Autoresponder

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  • Account Name as merge field for Autoresponder

    I'm trying to include an account name in an autoresponder so I can thank companies for their in-kind donations. {Contact.AccountName} does not do the trick. Nor does {CnP_PaaS__CnP_Transaction__c.CnP_PaaS__Account__c }. Is there a way to do this?

    The only way I've found is to create a custom formula field in C&P Transaction that retrieves the Account Name of the associated account. My custom field is simply CnP_PaaS__Account__r.Name, leading to a custom merge field of {CnP_PaaS__CnP_Transaction__c.AccountName__c}.

  • #2
    Good day!

    You cannot just add these variables. We simply look for the codes we have in place and replace them in run-time.

    We can include it in the next update. Currently we are working on a beta release to add a few other suggestions that our clients have asked for since last week and we can add this as a request.

    Please let us know if we can be of more help.

    BTW: This post needs to be posted in the Salesforce Donor Management and not the API platform. The API platform is for the SOAP service core API. Each application has its channel to make searching easier for those interested in the specific products & features. I will move this to the correct channel.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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    • #3
      Thanks for working on this for the next release. Sorry about the mis-post. I read PaaS and thought I was in the right forum.

      Comment


      • #4
        Good day!

        I was just reviewing the next release, due out next week and wanted you to see your request, having made it to the next release.

        Click image for larger version

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        Hope it helps.

        Scheduled release date is the week of July 18, 2016
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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