Overview

The HTML template command renders rich text content within templates, allowing Salesforce fields containing HTML to appear with formatting in Word documents.

Key Functionalities

• Display rich text fields from Salesforce with preserved formatting.
• Support links, lists, bold, italic, and line breaks.
• Work across Word templates.

Syntax

{# HTML field #}

Examples

Example 1: Rendering Rich Text from Salesforce

Use the HTML command to merge a rich text field from the current record:

{# HTML Account.Description #}

Example 2: Rendering Formula Fields with Links

Formula fields containing <br> tags or hyperlinks also render correctly:

{# HTML Account.Link_to_Record_Formula__c #}

Notes

• Rich text fields must be wrapped with the HTML command to avoid showing raw HTML tags.
• Images embedded in rich text are not currently supported.
• Formula fields with links or line breaks require the HTML command to display formatting.

Next Steps

• HTML in Word