For custom relationships, the name of the relationship is the Field Name given when creating the relationship with “__r” appended to it. For example, reference the contact email merge field from a custom object validation rule using the Contact__r.Email merge field name.
Full Answer
What is the use of merge field in Salesforce CPQ?
!template. This merge field references all fields related to the Salesforce CPQ quote object. !quote. This merge field references all fields related to the Primary Contact on the Salesforce CPQ quote object.
How do I show the referenced record's name in a merge field?
Tip If your merge field includes a lookup field, Salesforce CPQ shows the ID of the referenced record when the merge field appears in your quote document. To show the referenced record's name instead, create a formula field that returns the record's name. You can then reference that formula field in your merge field instead.
How do I add merge fields to a template?
Merge fields take the format of {!recordname.fieldname} in your template content. Replace fieldname with your field's API name and recordname with the name of the object containing your field. If you're using a Salesforce CPQ field, enter SBQQ__ at the beginning of your field name.
What happens if the user edits a merge field wrong?
Warning If the user edits a merge field by mistake and removes a word or character, the merge field becomes invalid. Broken merge fields don't resolve when participants open the survey.
See more
How do I merge fields in Salesforce?
To find the merge field name for an object or field in Salesforce, visit the object or field's detail page and refer to Field Name . To incorporate merge fields, use the editor in the respective feature. Salesforce provides valid merge fields in each editor for all related standard and custom objects.
How do I merge fields in email templates in Salesforce?
Nearly all standard and custom fields are available as merge fields. In the email composer, click the merge field button to see the merge field picker. Select a merge field and click Insert. Click the Template button and select Save as new template... to save your email as an email template you can use in the future.
How do I merge fields in Apex?
If you want to send merge fields of a custom object from Email template via apex you must have to follow the following steps in below.Create a Custom Object and Relationships fields. ... Create Records of Custom Object. ... Create Email Template with Merge Fields of Custom Object. ... Create Apex Class to send Email. ... Output of Example.
How are the merge field useful?
Once you have a data source connected to your document, adding merge fields is a way to personalize a document with information from the data source. The merge fields come from the column headings in the data source.
How do I merge emails in Salesforce?
Generate a Single Mail Merge DocumentClick Mail Merge in the Activity History related list on the appropriate record.Verify that the appropriate record is chosen for merging. ... Select a mail merge template.Click Generate. ... Salesforce then generates your document.More items...
How do I add merge fields in Lightning email templates?
Use Merge Fields in Email Templates (Lightning)Navigate to the App Launcher (9 dots in left corner)Search for "Email Templates"Select Email Templates from the list.Create a new template by selecting "New Email Template" in the top right corner.
What is setTargetObjectId in Salesforce?
setTargetObjectId(targetObjectId) Required if using a template, optional otherwise. The ID of the contact, lead, or user to which the email will be sent. The ID you specify sets the context and ensures that merge fields in the template contain the correct data.
What are merge templates in Salesforce?
Mail merge templates define the content of a form letter, envelope, label, or other mail merge document. Before sales reps can generate mail merged documents using Extended Mail Merge, someone on your sales team must create a mail merge template in Microsoft Word. Or you can use our downloadable sample templates.
How do you insert a merge field in Word?
Adding Simple Merge FieldsOpen a Microsoft Word document.Click where you want to place a merge field.In the Insert tab, click Quick Parts and then Field….Under Categories, select (All).Under Field names, select MergeField.Type the name of the merge field under Field name.Click OK.
What are the six steps of mail merge?
Note there are 6 steps.Step 1 – Select Document Type. 1) Click Letters for the document type.Step 2 – Select Starting Document. ... Step 3 – Select Recipients. ... Step 4 – Write Your Letter. ... Step 5 – Preview Your Letters. ... Step 6 – Complete the Merge. ... Step 1 – Select Document Type. ... Step 2 – Select Starting Document.More items...
What is merge field also called?
Merge Field. MergeField is a Field element containing a reference to a data field by its name. When a template document is mail merged with the values from a data source, the data field information replaces the merge field. More information on the mail merge feature is available in the respective article: Mail Merge.
How do you match fields in mail merge?
From the Insert Address Block dialog box or the Write & Insert Fields group on the Ribbon, click Match Fields. The Match Fields dialog box opens. On the left of the dialog box is a list of fields required for all special fields. Notice that the First Name, Last Name, Address 1, and State fields are not matched.
Approval Process in Salesforce - Developer Guide
The endorsement cycle in Salesforce is a mechanized cycle that supports records for Salesforce. As the cycle is a car it chips away at specific…
Instantly Deploy Free COVID-19 Care Response Solution with Global Salesforce Implementation Partner
World leaders and global health care providers are overwhelmed with inbound calls and an amplified number of cases they are receiving each day affected by…
Driving engagement and Sales using Salesforce Marketing Cloud and Pardot
Digital marketing has seen explosive growth in the recent years due to the high adoption of digital technologies. According to Mary Meeker’s Internet Trends Report…
Transform the Consumer Experience - Salesforce Customer 360 Guide
The Transform the Consumer Experience Customer 360 Guide helps you: Unlock & unify data Personalize digital journeys Go direct to consumers Scale service across channels…
Demo - Increase Your Sales Effectiveness With Sales Enablement and eSigning Inside Salesforce
In this video you will learn how to increase your sales effectiveness by creating, sending, tracking and engaging your potential customer, right inside Salesforce, through…
