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            Mail Merge Examples

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            Mail Merge Examples

            Use templates to prepopulate documents with content that’s specific to the Salesforce record they’re embedded in. For example, you want to use a document to store an Account Plan for each account. When a user creates an Account Plan, you want it to include the same boilerplate content for every account. But you also want to include specific field values from the account, such as the account name and description.

            Required Editions

            Available in: Lightning Experience

            Quip supports basic mail merge syntax for auto-filling data from Salesforce records. This syntax supports standard and custom fields that are directly on the Salesforce object, and lookup fields up to one level. You can use any document as a template—nothing special is required. For the best templating experience, use the template format to create a template or mark a document as a template.

            Tip
            Tip

            Use Object Manager to determine the names of the fields of your Salesforce object. Click the gear icon, select Edit Object, and click Field & Relationships on the left.

            Standard Fields

            To include the value of a standard field of an object in a Quip template, use this syntax:

            [[objectname.fieldname]]

            This example pulls data from the standard Description field of the Account standard object.

            [[Account.Description]]

            Standard Lookup Fields

            To include standard lookup fields, use this syntax:

            [[objectname.lookupfieldname.referencefieldname]]

            For example, the Contact standard object has an AccountId lookup field that references the Account standard object. This example pulls the Account name into a template that you’re embedding in the Contact object.

            [[Contact.Account.Name]]

            Custom Lookup Fields

            If your record doesn’t have a standard field that links it to another record, such as [[Account.Contact.Name]], create a custom lookup field. Make sure that you use the correct field name, which usually has __c at the end. This example uses a lookup field in Accounts to pull in Contacts associated with this Account.

            Example
            Example Contact__c is a custom Contact lookup field.
            Contact__c custom lookup field in Object Manager
            To add name of a Contact related to an Account, enter [[Account.Contact__r.Name. The __c is replaced with an __r in the mail merge syntax.
            Account Plan template with mail merge fields highlighted
            Mail merge fields populated by record

            The field must be exposed in the user interface and populated with a Contact for the mail merge to work.

            Contact field is filled out on the record

            Custom Reference Fields

            To include custom reference fields, use this syntax:

            [[objectname.lookupfieldname__r.customfield__c]]
            Example
            Example

            To use mail merge to pull a Contact’s days since last activity as it relates to an Account, use [[Account.Contact__r.Days_Since_Last_Activity__c]].

            mail merge fields highlighted
            Mail merge fields populated by record

            Images

            To use mail merge syntax to add an image to a template, like a logo, use a formula field in Salesforce. You can pull in an image URL field into the formula, or add the image URL directly. Images can’t be resized.

            In a template, use [[ObjectName.CustomImageField__c]] where CustomImageField__c is a formula field of type text.

            Example
            Example

            Image__c is a custom formula field of type text on the Account object. To add a Quip logo to the formula, use IMAGE("https://symbols.radicasoftware.com/93/brands-qa-qz/19/quip", "Quip", 300, 300). If you have a separate Image URL field for the logo, use IMAGE(ImageURL__c, "Quip", 300, 300).

            Formula highlighted in for image custom field

            In a template, enter the mail merge field [[Account.Image__c]].

            [[Account.Image__c]] highlighted

            Default States

            To add a user-friendly mail merge state to your templates if the mail merge field doesn’t match the Salesforce record field, add a default state in single or double straight or curly (smart) quotes. If the mail merge field matches a Salesforce record field, the default state doesn’t show.

            Example
            Example

            To replace mail merge syntax with "Account Owner Phone Number Default" when the field doesn’t exist in Salesforce, enter [[Account.Owner.PhoneNumber, "Account Owner Phone Number Default"]].

            Template Tips and Considerations

            • When you reference a field in your template, use its field name. Don’t use its field label. Object Manager displays both values.
              Edit an object.
            • The document is auto-filled based on data at the time of its creation. When data changes occur, the document doesn’t automatically update.
            • You can have up to 250 fields, with no more than 20 lookup fields.
            • Mail merge defaults don’t support smart, or curly, quotes. To include a mail merge default state, use straight quotes.
             
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