Salesforce: Using Formula in Email Template

If you wish to use an email template to send email to your Contacts or Leads. Sample of the email template as below:



Hi {!Contact.FirstName},

Thank you for your enquiry. Our salesperson will be contacting you soon.




Above email, a template will not work when the email is sent out from Lead level.



You can use formula to pull out both Contact & Lead information. ie: {!if(Contact.FirstName=””,Lead.FirstName,Contact.FirstName)}


Supported email type:

Text, HTML (with letterhead), Custom (without letterhead), Visualforce.


List of supported formula:

Any logic formula mostly supported. ie: IF(), NOT(), ROUND(), LOWER(), UPPER(), ISPICKVAL(), YEAR(), TODAY(), etc..