Required Editions
| Object | Merge Field Appearance | Supported Fields |
| This merge field references all fields r ... | !template. | Standard fields, CPQ managed package fie ... |
| This merge field references all fields r ... | !quote. | Standard fields, CPQ managed package fie ... |
| This merge field references all fields r ... | !primaryContact. | Supported standard fields |
| This merge field references all fields r ... | !salesRep. | Supported standard fields |
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
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.
See more
What is the use of a merge field?
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.
What is an example of a merge field?
A merge field is where you want to insert the information from a data source into a main document. Merge fields appear with chevrons (« ») around them. An example would be: Dear «FirstName». A group of merge fields that make up an address in a mail merge document.
What is a merge field explain?
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.
What are merge fields in email templates Salesforce?
Merge fields are placeholders in an email that is replaced with the Salesforce data when the email is sent. Utilize merge fields to personalize emails that are sent from a template in order to make the process of sending individualized emails simpler and faster.
How do I show merge fields?
Right-click on the Merge Field in question. From the Word pop-up menu, select Toggle Field Codes. Or, to show all the Merge Fields as code in your Word document, click Alt+F9.
What best describes a mailmerge?
A mail merge is a method of taking data from a database, spreadsheet, or other form of structured data, and inserting it into documents such as letters, mailing labels, and name tags.
What are advantages of mail merge?
Advantages. One standard letter can be written and sent to all customers without having to manually add each name and address. The letter can be personalised - it looks as though the letter has been written to the individual person. It's a very fast way to produce hundreds of personalised letters.
Why is mail merge important?
Mail Merge is a handy feature that incorporates data from both Microsoft Word and Microsoft Excel and allows you to create multiple documents at once, such as letters, saving you the time and effort of retyping the same letter over and over.
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...
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.
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.
How do I mail merge 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...
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.
Creating the email template
We’ll first login to Salesforce and proceed to creating our email template. Click on the Setup option which is located on the top right screen of Salesforce. You will then see a list of collapsible items available to the left of the screen. There you will find a collapsible item called Communication Templates.
Retrieving merge field values from multiple objects
Hello {!Contact.FirstName}, Thank you for submitting your application to the following program, {!Application__c.Program__c} on the following date: {!Application__c.Submit_Date__c}. We'll send you updates on your application after we have reviewed it. Thank you!
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.
