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Merge Fields for Cases
The list of available email template merge fields in the Salesforce Merge Language depends on the type of data that you’re working with. Most of the merge fields for cases correspond directly with a case field.
Required Editions
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To reference the contact or account associated with a case, use the relevant contact or account merge fields. The available merge fields vary by Salesforce edition.
In Lightning Experience, you can insert merge fields as plain text in the email publisher. Keep in mind that merge fields resolve only on preview and send.
This table explains the more advanced merge fields that represent values derived from processing a case record.
Notes on Merge Fields for Cases
- Email Thread—This merge field works in Lightning Experience when inserted as plain text. However, it doesn’t work in email templates.
- Case Thread Token—This merge field is supported in Lightning Experience only.
- Merge fields for entitlements on cases—Merge fields for entitlements on cases aren't supported. For example, if you add the Entitlement Name {!Case.Entitlement} merge field to an email template, the field is not populated on the template.
- Merge fields for Email-to-Case or On-Demand Email-to-Case—If you have enabled Email-to-Case or On-Demand Email-to-Case, you can create email templates that support reps can use to respond to case emails. These templates can include merge fields that display information from the original email in the response.
- Merge fields for Web-to-Case—To reference the name, email, phone, or company of the customer who submitted an online case with Web-to-Case, use the relevant {!Case_OnlineCustomer...} field.
- Recipient merge fields—When using Lightning Experience templates and case automation, this merge field behaves differently than it does with Salesforce Classic templates. External users aren’t supported as recipients, and these users don’t receive emails.
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