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Market to Your Customers with Account Engagement
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            Add Default Mail Merge Values to Fields

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            Add Default Mail Merge Values to Fields

            Set up a default mail merge value to appear when there’s no value available for a prospect field. For example, set the First Name field to show 'Valued Customer' if the first name is missing from a prospect record.

            Required Editions

            Available in: All Account Engagement Editions
            User Permissions Needed
            To configure the fields: Account Engagement Administrator role
            1. In the Lightning app, go to Account Engagement Settings | Configure Fields | Prospect Fields.
            2. Find the field that you want to work with and click Edit.
            3. Select Set a default mail merge value to be used when this field doesn’t have a value.
            4. Enter Default Mail Merge Value, then save the field.
             
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