how to insert merge fields in salesforce

Insert Merge Fields

• Within the rich text editor of the Welcome page, enter: Hello.
• Add a space after Hello, and click Insert Content.
• Select Merge field from a participant record, and click Next.
• In the Participant Variable field, select Full Name.
• Click Insert.
• At the end of the merge field, insert a comma.
• Add a space after the comma, and enter this text, including a...
• Click Insert.

Full Answer

Which fields are automatically indexed in Salesforce?

Fields that are automatically indexed in Salesforce are: RecordTypeId. Division. CreatedDate. Systemmodstamp ( LastModifiedDate) Name. Email (for contacts and leads) Foreign key relationships (lookups and master-detail) The unique Salesforce record ID, which is the primary key for each object.

How to merge contacts in Salesforce step by step?

Step by Step

• Go to service set up
• Search and click on merge cases
• Choose where you want the merged case to go afterward
• Click Save
• Go to the case record (you may need to refresh the page)
• Click on the carrot at the top right corner of your record
• Find ‘merge cases’ in the drop-down and click
• Choose which records to merge and click next

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Is Salesforce a good CRM in general?

The new Individual object in Salesforce CRM is a good start towards fulfilling the requirements of GDPR. Individual records are related tightly to any person record in Salesforce, be it a Lead, Contact, or Person Account. It is designed to hold personal data preferences and details for processing.

How to merge duplicate leads in Salesforce?

• Go to a lead record that you suspect or know has duplicates.
• Click the Find Duplicates button at the top of the lead record.
• Select or deselect search criteria boxes to narrow or expand your search.
• Review the duplicate lead records and select a maximum of three records to merge.

How do I add a merge field in Salesforce?

Insert Merge FieldsOpen the survey.Place the cursor where you want to insert a merge field and click Insert Content. ... Select the type of variable that you want to insert, and click Next. ... Select the merge field that you want to insert for each variable type. ... Click Insert.

How do I enable insert merge fields?

Add individual merge fieldsClick or tap where you want the merge field.Choose the down-arrow under Insert Merge Field, and select a field.If you don't see your field name in the list, choose Insert Merge Field.Choose Database Fields to see the list of fields that are in your data source.Choose Insert.

How do I merge two fields in Salesforce?

Merging Fields to Salesforce Select the field from the list, and in the “Get Their Value From:” column, select “a formula.” Click “OK” to finalize the mapping. This strategy is good for combining separate first and last name fields, or combining a three-field phone number collection into a single field.

Where is the Insert Merge field button?

On the Mailings tab, click the arrow on the Insert Merge Field button, opening a menu. Click the desired field to insert. Choose an individual field to insert.

Why is Insert Merge field greyed out?

Insert merge fields into the envelope (Main Document) Refer to the Connect the form letter to the Excel file section on the previous page.  If the buttons on the Mailings ribbon are grayed out, you have not connected the main document with the data source.

Which shortcut key is used to insert a merge field?

Keys for Performing a Mail MergeTo perform this action...Press...To merge a documentALT+SHIFT+NTo print the merged documentALT+SHIFT+MTo edit a mail-merge data documentALT+SHIFT+ETo insert a merge fieldALT+SHIFT+F1 more row

How do I concatenate strings in Salesforce?

Returns a string by concatenating the values of the specified columns and input strings. For example, to display the close date as MM-DD-YYYY, concatenate the Close_Date_Month column, Close_Date_Day column, and Close_Date_Year column, and add a dash between each of them.

How do you concatenate text in Salesforce formula?

For example, to display the close date as MM-DD-YYYY, concatenate the Close_Date_Month column, Close_Date_Day column, and Close_Date_Year column, and add a dash between each of them....Arguments.ArgumentDescriptionstring1First dimension field or text string to include in the concatenated value.1 more row

How do you use concatenate?

Syntax: CONCATENATE(text1, [text2], ...) For example: =CONCATENATE("Stream population for ", A2, " ", A3, " is ", A4, "/mile.") =CONCATENATE(B2, " ",C2)...CONCATENATE function.Argument nameDescriptiontext1 (required)The first item to join. The item can be a text value, number, or cell reference.1 more row

What is Mergefield?

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!”.

How do I format a mail merge field?

To format a numeric merge field, use the \# switches. For example, to display a currency field as "$125.23", the merge field should be defined as {MERGEFIELD myObject....Date and numeric format examples.Field formatMerge field syntaxTo use text date formatting: OCT 2012{MERGEFIELD Invoice.InvoiceDate \@ MMM yyyy}6 more rows•Nov 11, 2021

How do I fix an invalid merge field?

If the field is needed:Select the field on the Output tab of the export.Click Edit merge document.In the body of the merge document, delete the merge field.Re-insert the correct field: From the menu bar in the Word document, go to Tools> Insert Raiser's Edge field. Re-select the field from the list.

Configure Merge Fields

Maria is confident about the merge fields she wants to include within the survey. She plans to include the merge fields within the welcome message and questions. To help format the survey content better, she decides to configure the merge fields first, and then insert the merge fields while entering the content.

Insert Merge Fields

Maria must now add the content of the survey and insert the merge fields within the context.

Preview the Merge Fields

Maria is inserting merge fields in a survey for the first time. She wants to preview how merge fields resolve when customers actually view the survey.

Resources

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Classic Merge Fields or Lightning Merge Fields

Important: The iContact for Salesforce App does not support Lightning Merge FIelds at this time.

Supported Merge Field Objects and Field Data Types

The iContact App supports many standard and custom Salesforce merge fields, and all iContact merge fields.

Important: When to Use Contact or Lead Object Fields

Attention: The Following Contact and Lead merge fields are interchangeable; use either field and the correct information will be merged into your email.

How to Add Standard Merge Fields to your Email Template

Adding a merge field to your email is easy. Just copy the merge field you need from the following list and paste it into your email.

How to Add Custom Merge Fields

Attention: If your campaign includes Contacts and Leads, use merge fields for both objects. The correct field for each campaign member will be populated and the other will be ignored.

List of iContact Standard Merge fields

iContact For Salesforce supports all standard and custom iContact merge fields, except for [address2] and [suffix]. iContact standard merge fields merge data from their corresponding Salesforce standard fields on the Contact and Lead objects.

Configure Merge Fields

Insert Merge Fields

• Maria must now add the content of the survey and insert the merge fields within the context. 1. Within the rich text editor of the Welcome page, enter: Hello. 2. Add a space after Hello, and click Insert Content. 3. Select Merge field from a participant record, and click Next. 4. In the Participant Variable field, select Full Name. 5. Click Insert....

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Preview The Merge Fields

Resources