Customer experience | Sales, Customer Insights,...

Global Email Template - Insert Custom Entity fields?

(0) Share

Report

Posted on by CRM Learner 88

I wanted to create an email template for a custom entity I created. It looks like I am forced to use "Global" though since my custom entity wasn't an option to limit the email template to.

Furthermore I cannot insert fields to auto-populate in the email template from my custom entity. It only shows the 'User' entity to select fields from... so I'm guessing this is not possible?

All responses (2)

Answers (0)

Suggested answer

Amit Katariya007 10,203 Super User 2025 Season 1 on at

Like (0)

Report

RE: Global Email Template - Insert Custom Entity fields?

Hello Use,

You are on right path just need some more details that is it.

Basically if you want to add email templates for the custom entities then you will have to use template type Global.

As per your requirement you can also populate the Custom entities data on the email template.

Please follow below blogs which will help you to populate Custom entity data.

https://ravindarreddykasarla.com/2019/09/09/insert-dynamic-values-in-email-templates-from-custom-entities/?adlt=strict

https://www.adyatantech.com/blogs/insert-values-from-custom-entities-in-email-templates?adlt=strict

Thank you,

Amit Katariya
Suggested answer

Bipin D365 28,961 Moderator on at

Like (0)

Report

RE: Global Email Template - Insert Custom Entity fields?

Hi,

It is possible to insert dynamic content from custom entity-

rawishblog.wordpress.com/.../