INSERT in Word

Insert Salesforce fields and EXEC variables into Word templates using the INS command.

Article Body

Use Case 1: Personalize a cover letter

Place INS tokens next to the greeting, company name, and a calculated deposit so every letter reflects the recipient's details.

Example data:

{
    Opportunity: { Contact: { Salutation: "Ms.", LastName: "Doe" }, Amount: 500, Account: { Name: "Acme" } }
}

Template Document:

Output:

Use Case 2: Summarize billing details

Reference totals, taxes, and payment terms with INS so the invoice summary always reflects the latest Salesforce values.

Example data:

{
    Invoice: { Total__c: 1000, Tax__c: 0.07, Terms__c: "Net 30" }
}

Template Document:

Output:

Use helpers such as c() and p() with INS to format currency and percentages.
Variables defined in EXEC commands can be utilized in INS commands as well.

Title

INSERT in Word

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INSERT-in-Word