Administration Setup
Managing Templates
Your administrator can create and maintain templates for use in sending outbound email and generating mail merge documents.
Email templates allow users to send email to contacts, leads, and others using predefined templates. See Managing Email Templates.
Mail merge templates allow users to create custom documents using the information from your records. For example, you can create a customized thank you letter to a specific lead. See Managing Mail Merge Templates.
See Valid Merge Fields for a list of the fields you can use in email and mail merge templates.
Valid Merge Fields
The available merge fields vary according to which Salesforce.com Edition you have.
When creating an email or mail merge template or a web link, you can use the merge fields listed below. These fields will be replaced with information from your records, user information, or company information when you send an email, create a mail merge document, or use a web link.
Notes on Using Merge Fields
Guidelines for using custom fields as merge fields:
Prefix the field label with the type of record. For example, "Account_MarketCap" for an account field named "MarketCap."
Convert all spaces to underscores. For example, a custom opportunity field named "Product ID" becomes "Opportunity_Product_ID."
For web links and sforce controls, use the field name rather than the field label. For example, if the custom field name is "PO_Number," the merge field would be "Opportunity_PO_Number."
If your organization is already using the field label rather than the field name for web links and sforce controls, you can continue to do so, although we recommend that you use the field name for all new custom fields.
Multi-select picklists display each value selected, separated by a semicolon.
For email templates, you can add "substitute" text to any merge field so that the text will display, instead of a blank line, if an item does not have data in a particular field. To add substitute text, place a comma after the field name and enter the text before the closing bracket, for example, {!Lead_FirstName,Sir or Madam}.
Templates with contact merge fields can be used to generate email and mail merge documents for leads. Likewise, you can use lead templates to generate contact emails and documents.
To reference the name, email, phone, or company of the customer who submitted an online case, use the relevant {!Case_OnlineCustomer...} field. To reference the contact or account associated with a case, use the relevant contact or account merge fields.
For mail merge templates, do not enclose the merge field in curly braces, for example, use Account_Name, not {!Account_Name}.
For mail merge templates, your merge fields can contain only letters, numbers, and the underscore (_) character. For example, Opportunity_Product_# is not allowed. Mail merge field names cannot exceed 40 characters.
For opportunity mail merges, you can use contact merge fields to merge additional information about a related contact.
For local account, contact, and lead names, the standard merge field name will be used whenever the local name is blank.
If you are using the translation workbench to translate custom field names, users can look up merge fields in their chosen language.
Available Merge Fields
Account Fields
Salesforce.com Field Name Merge Field Name
Account Name {!Account_Name}
Account Name (Local) {!Account_Name_Local}
Account Number {!Account_AccountNumber}
Account Owner Email {!AccountOwner_Email}
Account Owner First Name {!AccountOwner_FirstName}
Account Owner Last Name {!AccountOwner_LastName}
Account Owner Name (full) {!AccountOwner_FullName}
Account Owner Phone {!AccountOwner_Phone}
Account Owner Title {!AccountOwner_Title}
Account Site {!Account_Site}
Annual Revenue {!Account_AnnualRevenue}
Billing Address (full) {!Account_FullBillingAddress}
Billing Address {!Account_BillingAddress}
Billing City {!Account_BillingCity}
Billing Country {!Account_BillingCountry}
Billing Postal Code {!Account_BillingPostalCode}
Billing State {!Account_BillingState}
Description {!Account_Description}
Employees {!Account_Employees}
Fax {!Account_Fax}
ID {!Account_ID}
Industry {!Account_Industry}
Last Updated {!Account_LastUpdated}
Ownership {!Account_Ownership}
Phone {!Account_Phone}
Rating {!Account_Rating}
SIC Code {!Account_SICCode}
Shipping Address (full) {!Account_FullShippingAddress}
Shipping Address {!Account_ShippingAddress}
Shipping City {!Account_ShippingCity}
Shipping Country {!Account_ShippingCountry}
Shipping Postal Code {!Account_ShippingPostalCode}
Shipping State {!Account_ShippingState}
Ticker Symbol {!Account_TickerSymbol}
Type {!Account_Type}
Website {!Account_Website}
URL of account detail page {!Account_Link}
Asset Fields
Salesforce.com Field Name Merge Field Name
Account (associated with asset) {!Asset_Account}
Asset ID {!Asset_ID}
Asset Name {!Asset_Name}
Competitor Asset {!Asset_IsCompetitorProduct}
Contact (associated with asset) {!Asset_Contact}
Description {!Asset_Description}
Install Date {!Asset_InstallDate}
Link (used to link to the asset detail) {!Asset_Link}
Price {!Asset_Price}
Product (associated with asset) {!Asset_Product}
Product Code {!Asset_ProductCode}
Product Description {!Asset_ProductDescription}
Product Family {!Asset_ProductFamily}
Purchase Date {!Asset_PurchaseDate}
Quantity {!Asset_Quantity}
Serial Number {!Asset_SerialNumber}
Status {!Asset_Status}
Usage End Date {!Asset_UsageEndDate}
Campaign Fields
Salesforce.com Field Name Merge Field Name
Campaign merge fields cannot be used in Team and Personal Editions. Also, mail merge templates cannot contain campaign merge fields.
Active {!Campaign_Active}
Actual Cost {!Campaign_ActualCost}
Amount All Opportunities {!Campaign_AmountAllOpportunities}
Amount Won Opportunities {!Campaign_AmountWonOpportunities}
Budgeted Cost {!Campaign_BudgetedCost}
Campaign Name {!Campaign_Name}
Description {!Campaign_Description}
End Date {!Campaign_EndDate}
Expected Response {!Campaign_ExpectedResponse}
Expected Revenue {!Campaign_ExpectedRevenue}
ID {!Campaign_ID}
Last Activity {!Campaign_LastActivity}
Last Updated {!Campaign_LastUpdated}
Number Contacts {!Campaign_NumberContacts}
Number Converted Leads {!Campaign_NumberConvertedLeads}
Number Leads {!Campaign_NumberLeads}
Number Opportunities {!Campaign_NumberOpportunities}
Number Responses {!Campaign_NumberResponses}
Number Sent {!Campaign_NumberSent}
Number Won Opportunities {!Campaign_NumberWonOpportunities}
Start Date {!Campaign_StartDate}
Status {!Campaign_Status}
Type {!Campaign_Type}
Case Fields
Salesforce.com Field Name Merge Field Name
Account
(associated with case) {!Case_Account}
Asset
(associated with case) {!Case_Asset}
Contact
(associated with case) {!Case_Contact}
Closed {!Case_Closed}
Company
(of person who submitted an online case) {!Case_OnlineCustomerCompany}
Created Date
(for email templates only) {!Case_CreatedDate}
Description {!Case_Description}
Email
(of person who submitted an online case) {!Case_OnlineCustomerEmail}
ID {!Case_ID}
Last Updated {!Case_LastUpdated}
Name
(of person who submitted an online case) {!Case_OnlineCustomerName}
Number {!Case_Number}
Origin {!Case_Origin}
Owner Email {!CaseOwner_Email}
Owner First Name {!CaseOwner_FirstName}
Owner Full Name {!CaseOwner_FullName}
Owner Last Name {!CaseOwner_LastName}
Owner Phone {!CaseOwner_Phone}
Owner Title {!CaseOwner_Title}
Phone
(of person who submitted an online case) {!Case_OnlineCustomerPhone}
Priority {!Case_Priority}
Reason {!Case_Reason}
Status {!Case_Status}
Subject {!Case_Subject}
Type {!Case_Type}
URL of case detail page {!Case_Link}
Contact Fields
Salesforce.com Field Name Merge Field Name
Assistant {!Contact_Assistant}
Asst Phone {!Contact_AsstPhone}
Birth Date {!Contact_Birthdate}
Department {!Contact_Department}
Description {!Contact_Description}
Email {!Contact_Email}
Fax {!Contact_Fax}
First Name {!Contact_FirstName}
First Name (Local) {!Contact_FirstName_Local}
Home Phone {!Contact_HomePhone}
ID {!Contact_ID}
Last Name {!Contact_LastName}
Last Name (Local) {!Contact_LastName_Local}
Last Stay-in-Touch Request Date {!Contact_Stay-in-Touch_Request_Date}
Last Stay-in-Touch Save Date {!Contact_Stay-in-Touch_Save_Date}
Last Updated {!Contact_LastUpdated}
Lead Source {!Contact_LeadSource}
Mailing Address (full) {!Contact_FullMailingAddress}
Mailing Address {!Contact_MailingAddress}
Mailing City {!Contact_MailingCity}
Mailing Country {!Contact_MailingCountry}
Mailing Postal Code {!Contact_MailingPostalCode}
Mailing State {!Contact_MailingState}
Name {!Contact_FullName}
Mobile {!Contact_Mobile}
Other Address (full) {!Contact_FullOtherAddress}
Other Address {!Contact_OtherAddress}
Other City {!Contact_OtherCity}
Other Country {!Contact_OtherCountry}
Other Phone {!Contact_OtherPhone}
Other Postal Code {!Contact_OtherPostalCode}
Other State {!Contact_OtherState}
Phone {!Contact_Phone}
Salutation {!Contact_Salutation}
Title {!Contact_Title}
URL of contact detail page {!Contact_Link}
Contract Fields
Salesforce.com Field Name Merge Field Name
Account Name {!Contract_Account_Name}
Activated By {!Contract_ActivatedBy}
Activated Date {!Contract_ActivatedDate}
Company Signed By {!Contract_CompanySigned}
Contract Owner First {!ContractOwner_FirstName}
Contract Owner Last {!ContractOwner_LastName}
Contract Record Type {!Contract_RecordType_ID}
Customer Expiration Notice {!Contract_OwnerExpirationNotice}
Customer Signed By {!Contract_CustomerSigned}
Customer Signed Title {!Contract_CompanySignedTitle}
Lead Fields
Salesforce.com Field Name Merge Field Name
Lead merge fields cannot be used in Team and Personal Editions.
Address (full) {!Lead_FullAddress}
Address {!Lead_Address}
Annual Revenue {!Lead_AnnualRevenue}
City {!Lead_City}
Company {!Lead_Company}
Country {!Lead_Country}
Description {!Lead_Description}
Email {!Lead_Email}
Fax {!Lead_Fax}
First Name {!Lead_FirstName}
First Name (Local) {!Lead_FirstName_Local}
ID {!Lead_ID}
Industry {!Lead_Industry}
Last Name {!Lead_LastName}
Last Name (Local) {!Lead_LastName_Local}
Last Updated {!Lead_LastUpdated}
Lead Company (Local) {!Lead_Company_Local}
Lead Source {!Lead_LeadSource}
Mobile {!Lead_Mobile}
Name {!Lead_FullName}
No. of Employees {!Lead_Employees}
Owner Email {!LeadOwner_Email}
Owner First Name {!LeadOwner_FirstName}
Owner Full Name {!LeadOwner_FullName}
Owner Last Name {!LeadOwner_LastName}
Owner Phone {!LeadOwner_Phone}
Owner Title {!LeadOwner_Title}
Phone {!Lead_Phone}
Postal Code {!Lead_PostalCode}
Salutation {!Lead_Salutation}
State {!Lead_State}
Title {!Lead_Title}
Website {!Lead_Website}
URL of lead detail page {!Lead_Link}
Opportunity Fields
Salesforce.com Field Name Merge Field Name
Account ID {!Opportunity_Account_ID}
Account Name {!Opportunity_Account_Name}
Amount {!Opportunity_Amount}
Campaign Source {!Opportunity_Campaign_Source}
Close Date {!Opportunity_CloseDate}
Created Date
(for email templates only) {!Opportunity_CreatedDate}
Description {!Opportunity_Description}
ID {!Opportunity_ID}
Last Updated {!Opportunity_LastUpdated}
Lead Source {!Opportunity_LeadSource}
Name {!Opportunity_Name}
Next Step {!Opportunity_NextStep}
Probability {!Opportunity_Probability}
Stage {!Opportunity_Stage}
Type {!Opportunity_Type}
URL of opportunity detail page {!Opportunity_Link}
Organization Fields
Salesforce.com Field Name Merge Field Name
Address (full) {!Org_FullAddress}
Address {!Org_Address}
City {!Org_City}
Country {!Org_Country}
Division {!Org_Division}
Fax {!Org_Fax}
Name {!Org_Name}
Organization ID {!Org_ID}
Phone {!Org_Phone}
Postal Code {!Org_PostalCode}
State {!Org_State}
User Fields
Salesforce.com Field Name Merge Field Name
User Fields are also known as Sending User Fields for administrators and users with the "Manage Users" permission. Use them in email templates when referencing the person sending the email; see Receiving User Fields for a list of merge fields that reference the recipient of the email. A subset of these fields is available for customizing Self-Service pages.
Address (full) {!User_FullAddress}
Address {!User_Address}
Alias {!User_Alias}
City {!User_City}
Company {!User_Company}
Country {!User_Country}
Department {!User_Department}
Division {!User_Division}
Email {!User_Email}
Fax {!User_Fax}
First Name {!User_FirstName}
ID {!User_ID}
Last Name {!User_LastName}
Mobile {!User_Mobile}
Name {!User_FullName}
Phone {!User_Phone}
Postal Code {!User_PostalCode}
Session ID (of user) {!User_Session_ID}
State {!User_State}
Title {!User_Title}
Today's Date {!Today}
Username {!User_Username}
Receiving User Fields
Salesforce.com Field Name Merge Field Name
Administrators and users with the "Manage Users" permission can use these merge fields for email templates to reference the recipient of the email. See User Fields for a list of merge fields that reference the person sending the email.
Address (full) {!Receiving_User_FullAddress}
Address {!Receiving_User_Address}
Alias {!Receiving_User_Alias}
City {!Receiving_User_City}
Company {!Receiving_User_Company}
Country {!Receiving_User_Country}
Department {!Receiving_User_Department}
Division {!Receiving_User_Division}
Email {!Receiving_User_Email}
Fax {!Receiving_User_Fax}
First Name {!Receiving_User_FirstName}
ID {!Receiving_User_ID}
Last Name {!Receiving_User_LastName}
Mobile {!Receiving_User_Mobile}
Name {!Receiving_User_FullName}
Phone {!Receiving_User_Phone}
Postal Code {!Receiving_User_PostalCode}
Session ID (of user) {!Receiving_User_Session_ID}
State {!Receiving_User_State}
Title {!Receiving_User_Title}
Username {!Receiving_User_Username}
sforce API Fields
Salesforce.com Field Name Merge Field Name
URL of API enterprise server {!API_Enterprise_Server_URL}
URL of API partner server {!API_Partner_Server_URL}
API session ID {!API_Session_ID}
Link to Java codebase in sforce control {!Scontrol_JavaCodebase}
Link to Java archive in sforce control {!Scontrol_JavaArchive}
Link to file in sforce control {!Scontrol_URL}
See Also:
Setting Web Links
© Copyright 2000-2004 salesforce.com, inc. All rights reserved.
