Generate Emails From Records

You can use merge fields within custom formula fields, s-controls, custom links, custom buttons, Visualforce pages, and when you create email or mail merge templates.

Merge field names are determined when you create a custom field or object. Field Name is automatically populated based on what you type into Field Label. You can customize this field if you want, but keep in mind that the name must:

• Only use underscores and alphanumeric characters
• Begin with a letter and end with a letter
• Not include spaces
• Not contain two consecutive underscores

Important

Ensure that the custom field name and label are unique for that object.

• If a standard and custom field have identical names or labels, the merge field displays the custom field value.
• If two custom fields have identical names or labels, the merge field can display an unexpected value.

If you create a field label called Email and a standard field labeled Email exists, the merge field is unable to distinguish between the fields. Adding a character to the custom field name makes it unique. For example, Email2.

To find the merge field name for an object or field in Salesforce, visit the object or field’s detail page and refer to Field Name.

To incorporate merge fields, use the editor in the respective feature. Salesforce provides valid merge fields in each editor for all related standard and custom objects. If you’re using the Connect for Office Word add-in to create mail merge templates, you see a complete list of valid merge fields to insert.