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How do I use merge fields in an email template in Salesforce?
A merge field is a placeholder in an email template or letterhead. When you send the email, the placeholder is replaced with the Salesforce data from the record or records of the people you are emailing. When using merge fields, it’s a good idea to understand how they work and what to expect in your merged emails.
What are merged field?
A merge field is a field you can put in an email template, mail merge template, custom link, or formula to incorporate values from a record. For example, you can place a merge field in an email template so that the greeting includes the recipient’s name rather than a generic “Hello!”.
What is a merge template?
A Merge Template consists of a Merge Data file, a Merge Form File, and a Merge Output document. The Merge Form File is the form letter that you insert your Time Matters data into.
How do I create a mail merge template in MS Word?
Click the “Insert” tab from the Menu bar and choose “Field” from the “Quick Parts” list. Choose “Mail Merge” from the “Categories” list. Select “MergeField” from the “Field names” list. Within the “Field Properties” section, enter a Mail Merge field in the “Field name” box.
Can you use cross object merge fields in email template?
Give it an upvote or downvote. Idea has been posted. Give it an upvote or downvote. While it seems that you can use cross object merge fields in an email template, because they are exposed as merge field values, it does not work. Please allow the ability to use cross objects merge fields in email templates.
How to create merge fields in Salesforce email?
The merge field consist of the object name and the field name which is then enclosed by the following characters, {!}. The value of this structure, {!ObjectApiName.fieldApiName}, is then retrieved dynamically. You also may have noticed that the text email template screen also includes a section to help you construct your merge fields.
How to create a new email template in Salesforce?
In the Email Templates screen, there will be a button called New Template. Select that option and we have 4 options to choose from on the next screen: Text, HTML, Custom, or Visualforce.