---
schema_version: "1"
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title: Considerations for Using Merge Fields for Person Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/accounts_merge_fields_person_accounts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.accounts_merge_fields_person_accounts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b1c21fdd3748a2c34643ffcf77418dbc080d7d56c19177374f77943c10782866
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Considerations for Using Merge Fields for Person Accounts

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
      <colgroup>
        <col>
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            <p>Business accounts available in: both Salesforce Classic and Lightning
              Experience</p>
            <p style="margin-bottom:0;">Business accounts available in: <strong>All</strong> Editions</p>
          </td>

        </tr>
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          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>Person accounts available in: Both Salesforce Classic and Lightning
              Experience</p>
            <p style="margin-bottom:0;">Person accounts available in <strong>Professional</strong>, <strong>Enterprise</strong>,
              <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions
            </p>
          </td>

        </tr>
      </tbody>
    </table>

- 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 (![Person account icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/accounts/perAccounts.gif)) 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.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_important.png)

Important

- If two or more custom objects have matching names or labels, only one of the objects appears when you select from available merge fields. Make sure that all custom objects have unique names and labels so that you can select merge fields from any of the objects.

#### See Also

- [Person Accounts](https://help.salesforce.com/s/articleView?id=sales.account_person.htm&release=264.0.0&type=5 "By default, Salesforce accounts are business accounts. Business accounts store information about companies or other entities. Person accounts extend the standard business-to-business account functionality by allowing you to store information about individual consumers. Person accounts combine certain account fields and contact fields into one record. You can use both business accounts and person accounts in the same org.")
- [Considerations for Using Merge Fields in Validation Rules for Person Accounts](https://help.salesforce.com/s/articleView?id=sales.accounts_validation_rules_person_accounts.htm&release=264.0.0&type=5 "A merge field incorporates values from a record. You can add merge fields to an email template, mail merge template, custom link, or formula. If your person account validation rules include merge fields, here are some things to keep in mind.")
- [Account Fields](https://help.salesforce.com/s/articleView?id=sales.account_fields.htm&release=264.0.0&type=5 "Accounts have business account fields and person account fields.")