When creating an email template designed to work with a given object, you have that object’s mail merge fields available to you. But what if you need to bring in fields from a related object as well? For example, you may have a workflow on the creation of a Contact that will send an email which is required to contain details from the Contact’s Account. One of the field types than can be used in a merge field is a formula type. With our simple example above, we can create a new formula field to capture each data element that is required from the Account and keep it on the Contact. The fields can remain hidden from view by leaving them off of the layout(s) and can be available when writing your final email template.