I have an existing custom field with the data type text and its contain some default value like 'Dear sir/madam,'

Here my question is ...can I insert a merge field (salutation) to pass dynamic values here.... from the same object.

Is it possible?

  • 1
    You can use a formula field to construct a value from a template like this, if that's what you mean. You can't use Text fields as templates without some custom Apex, and I wouldn't recommend that approach in most cases.
    – David Reed
    Mar 2 '18 at 18:00

As David Reed suggested,

The easiest approach is to merge a formula field. Then use that custom field as the merge:


If you are using a contact for the email template they already have a salutation field on the record.


Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.