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Extend Salesforce with Clicks, Not Code
Merge Fields for Formulas

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Merge Fields for Formulas

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.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: all editions

Syntax and Formatting

Merge fields for formulas aren’t enclosed in curly braces or preceded by an exclamation point, nor are they preceded by the type of record. For example: AccountNumber. To ensure you’re using the correct syntax, use the Insert Field button or the drop-down list in the formula editor.

See Also

 
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