Check that the merge field format is correct.
- Check if the format of the merge field is {!Object API Name.Field API Name}.
- Check if the object name and field name are correct.
- Check if "!" is not missing.
- Check if there are no spaces.
- Check if there are no line breaks.
Child Object
If the reference field is a custom field, append "__r" at the end of the child relationship name.
How to find the merge field and childrelation names
Cross-object formula when the Owner field references a User and a Queue
If the owner field references more than one object in the user and queue, as in the case object, some fields are available in the cross-object formula.
List of available Owner Fields (for objects that reference users and queues)
| Field Name | Cross-Object Formula | Example of Merge Field |
| Id | Owner.Id | {!Case.Owner.Id} |
| Name | Owner.Name | {!Case.Owner.Name} |
| Owner.Email | {!Case.Owner.Email} | |
| Username | Owner.Username | {!Case.Owner.Username} |
| LastName | Owner.LastName | {!Case.Owner.LastName} |
| FirstName | Owner.FirstName | {!Case.Owner.FirstName} |
| Alias | Owner.Alias | {!Case.Owner.Alias} |
| Title | Owner.Title | {!Case.Owner.Title} |
| Phone | Owner.Phone | {!Case.Owner.Phone} |
| UserRoleId | Owner.UserRoleId | {!Case.Owner.UserRoleId} |
| ProfileId | Owner.ProfileId | {!Case.Owner.ProfileId} |
| LastReferencedDate | Owner.LastReferencedDate | {!Case.Owner.LastReferencedDate} |
| LastViewedDate | Owner.LastViewedDate | {!Case.Owner.LastViewedDate} |
*Cross-object formulas are available in Ver. 2 or later.
Instruction manual
Output Reference Object (Parent) Field