何となくおぼえているけど、いつもこのHelpが探せない。
数式フィールドを使うか、自動化処理で値をセットするかだな。
Cross-object Merge Fields Do Not Work in Email Templates
質問/回答例
Use Cross Object Formulas as workaround for Email Template processing limitations
- With the cross object formulas, you can create a field on the object that references the associated object.
- The email template can then reference that field on the primary object instead of an entirely different object.
Link
いつも回答を横取りする、その対策。
Email Merge Fields
Use Cross Object Formulas as workaround for Email Template processing limitations
- With the cross object formulas, you can create a field on the object that references the associated object.
- The email template can then reference that field on the primary object instead of an entirely different object.
Link
{!SBQQ__Quote__r.SBQQ__Key__c}
{!SBQQ__Quote__r.SBQQ__NetAmount__c)
{!SBQQ__Quote__r.Total_Discount__c}
as a workaround, you could consider putting formula fields on your case object that reference Account and Contact to display the names. That way you're not asking your template do the cross object reference, you'll be pulling all three fields from Case. Clunky, but should be effective.
Cross-object Merge Fields Do Not Work in Email Templates
https://help.salesforce.com/s/articleView?id=000385133&type=1