Jun 29, 2020

Salesforce How to check available mail merge fields for a record

This is going to be a short post .. to know what field name we should include in the double angle brackets  << Object_Field >> in word or email during a mail merge field scenario, use this URL in Salesforce, which will list all available field names to be used in the mail-merge format. (Note this may not be either the label of the API name of the field).

URL : https://{YourInstanceName}.my.salesforce.com/servlet/servlet.SForceMailMerge?id={YourRecordID}

Example output: 
<data fieldName="ACCOUNT_BILLINGCITY"/>
<data fieldName="ACCOUNT_BILLINGSTATE"/>

Use the fieldName values.

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