Use Merge Fields in Email Templates and Letterheads
A merge field is a placeholder in an email template or letterhead. When you send the
email, the placeholder is replaced with the Salesforce data from the record or records of the
people you are emailing. When using merge fields, it’s a good idea to understand how they work and
what to expect in your merged emails.
Required Editions
Available in: Lightning Experience and Salesforce Classic
Available in: All Editions
Mass email not available in: Essentials,
Personal, Contact Manager, and Group Editions
List email not available in: Essentials, Personal, Contact Manager,
and Group Editions
HTML and Visualforce email templates are not available in Salesforce Classic:
Essentials and Personal Editions
Considerations for Using Merge Fields in Email Templates and Letterheads A merge field is a placeholder used in an email, a letterhead, a mail merge template, a custom link, or a formula to incorporate values from a record. When you send the email, the placeholder is replaced with the data from the record or records of the people you’re emailing.
Convert a Lightning Email Template from SML to HML Take advantage of the Handlebars Merge Language (HML), which is more flexible than the Salesforce Merge Language (SML), by converting existing Lightning email templates.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
