Overview:

Merge fields serve as individual field values extracted from your queries, ready to be dynamically replaced with actual data when you merge a document. Whether you're an experienced Salesforce admin or developer, or new to this concept, merge fields are a fundamental component in customizing and personalizing template documents within the MergeUp platform.

For those well-versed in Apex, SOQL, or JSON objects, accessing merge fields will feel familiar as it resembles querying fields in a SOQL query. However, even if you're new to these concepts, think of merge field access as similar to using the Salesforce formula editor. In this guide, we will delve into how merge fields work and how to leverage them effectively to create dynamic and personalized templates that enhance your Salesforce experience. Discover the power of merge fields and their ability to streamline your document generation process, tailored precisely to your data needs.

Syntax:

{# merge_field #}

Examples:

Example 1: Accessing a Field on the Base Object

Suppose you have a template with the base object set as "Opportunity," and you need to access the "Amount" field within your document. To achieve this, you can use merge fields as follows:

{# Opportunity.Amount #}

Example 2: Accessing a Field on a Child Object
magine you're working with a template focused on "Opportunities" as the base object, and you're also querying "Opportunity Line Items." You want to create a table displaying the names of related products. To achieve this, use merge fields as shown below:

{# FOR oli IN Opportunity.OpportunityLineItems #}
{# $oli.Product2.Name #}
{# END-FOR oli #}

*** For more information on accessing fields on child objects see: FOR - Looping Through Data

Example 3: Accessing an Aliased Field

In some cases, you may alias a field to make it more readable. Let's say you wanted to access the "Grandparent Account's Owner Name" and you have aliased it as "GParentOwner" in the MergeUp Manager. To access this aliased field, use one of the two following syntaxes:

{# Opportunity.Parent.Parent.Owner.Name #}

OR

{# Opportunity.GParentOwner #}

All of the examples above could have their data visualized in the following JSON object:

"Opportunity": {
        "Amount": "value",
        "Parent": {
            "Parent": {
                "Owner": {
                    "Name": "value"
                }
            }
        },
        "OpportunityLineItems": [
            {
                "Product2": {
                    "Name": "value"
                }
            }
        ]
    }

Next Steps:

• Incorporate merge fields into your JavaScript code for dynamic content: Using JavaScript
• Customize the appearance of merge field data: About Formatting Functions
• Implement merge fields within template commands to conditionally show or hide content: About Template Commands