Baucore

Recommendation Participant Fields

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A Recommendation Participant has the following fields. Depending on your page layout and field-level security settings, some fields may not be visible or editable.

FieldDescription
Account Billing AddressFormula field showing the Billing Address of the recommendation recipient.
Account NameFormula field showing the Account Name of the recommendation recipient.
Contact EmailFormula field showing the Contact Email of the recommendation recipient.
Contact First NameFormula field showing the Contact First Name of the recommendation recipient.
Contact Last NameFormula field showing the Contact Last Name of the recommendation recipient.
Contact Phone NumberFormula field showing the Contact Phone Number of the recommendation recipient.
Contact SalutationFormula field showing the salutation of the recommendation recipient.
InformationFree-text field for storing information about this Participant.
ParticipantsLink to the Participant record.
Project CityFormula field showing the City of the parent Project or Project Lead.
Project CountryFormula field showing the Country of the parent Project or Project Lead.
Project NameFormula field showing the Project Name of the parent Project or Project Lead.
Project StageFormula field showing the Project Stage of the parent Project or Project Lead.
Project StreetFormula field showing the Street of the parent Project or Project Lead.
Project Zip CodeFormula field showing the Zip Code of the parent Project or Project Lead.
RecommendationLink to the parent Recommendation record.
TitleFormula field showing the title of the Participant record.

These formula fields are exactly what’s available as merge tokens when composing a recommendation email — see Setup Email Templates for Recommendation Process.

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