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Extend Salesforce with Clicks, Not Code

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Extend Salesforce with Clicks, Not Code

Merge Field Syntax

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Merge Field Syntax

A merge field’s syntax can vary depending on where you use the field. To make sure that you use the correct syntax, select merge fields from the dropdown list in the editor where you use the merge field.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

The available merge fields vary according to which Salesforce edition you have.

Custom objects and fields are always appended with __c when referenced. The object precedes field labels, and all spaces convert to underscores. For example, Account.CreatedDate references the Created Date standard field for the account object.

In standard relationships, the name of the relationship is the master object. For example, you can reference the account name from a contact validation rule using Account.Name. You can reference the phone number of the account creator from an opportunity product formula field using Opportunity.Account.CreatedBy.Phone. In custom relationships, the name of the relationship is the value specified in Field Name with __r appended to it. For example, you can reference contact email from a custom object validation rule using Contact__r.Email.

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