A merge field is a field you can put in an email, an email template, a mail merge
template, a custom link, or a formula to incorporate values from a record. You can use merge
fields in the subject and body of custom HTML templates. When using merge fields, it’s a good
idea to understand how they work and what to expect in your merged documents and
emails.
Required Editions
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Business accounts available in: both Salesforce Classic and Lightning
Experience
Business accounts available in: All Editions
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Person accounts available in: Both Salesforce Classic and Lightning
Experience
Person accounts available in Professional, Enterprise,
Performance, Unlimited, and Developer Editions
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- If your organization uses person accounts, business account and person account fields
are available as account merge fields. Account fields exclusive to person accounts, such
as Birthdate, Email, and
Title have “Account.Person” in their merge field
names. For example, {!Account.PersonBirthdate}.
- You can use the merge field {!Account.IsPersonAccount} to determine whether you are
working with a person account or a business account.
- Account fields that previously had unique names and labels are no longer unique because
some contact fields are displayed as part of the account object. Look for the person
account icon (
) to
identify these fields. Ensure that all custom account fields have field names and labels
unique to your organization so that the merge field references the correct field.
