Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Considerations for Using Merge Fields for Person Accounts

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Considerations for Using Merge Fields for Person Accounts

            A merge field is a field you can put in an email, an email template, a mail merge template, a custom link, or a formula to incorporate values from a record. You can use merge fields in the subject and body of custom HTML templates. When using merge fields, it’s a good idea to understand how they work and what to expect in your merged documents and emails.

            Required Editions

            Business accounts available in: both Salesforce Classic and Lightning Experience

            Business accounts available in: All Editions

            Person accounts available in: Both Salesforce Classic and Lightning Experience

            Person accounts available in Professional, Enterprise, Performance, Unlimited, and Developer Editions
            • If your organization uses person accounts, business account and person account fields are available as account merge fields. Account fields exclusive to person accounts, such as Birthdate, Email, and Title have “Account.Person” in their merge field names. For example, {!Account.PersonBirthdate}.
            • You can use the merge field {!Account.IsPersonAccount} to determine whether you are working with a person account or a business account.
            • Account fields that previously had unique names and labels are no longer unique because some contact fields are displayed as part of the account object. Look for the person account icon (Person account icon) to identify these fields. Ensure that all custom account fields have field names and labels unique to your organization so that the merge field references the correct field.
            Important
            Important
            • If two or more custom objects have matching names or labels, only one of the objects appears when you select from available merge fields. Make sure that all custom objects have unique names and labels so that you can select merge fields from any of the objects.

            See Also

             
            Loading
            Salesforce Help | Article