I'd like to store the various flavors of donation thank you letter tax language in a custom setting that I can access from a formula field on each Opportunity record. Depending on whether a donation was cash vs in-kind vs cash with a good/service provided in return, the language would be a bit different and could be chosen by the formula. Then the formula field could be used as the merge field by my mail merge software. This saves me the trouble of having several different Word template files for merging, and lets staff see the tax language they chose right on the Opp record.
However, my experiments indicate that hierarchy Custom Settings can't store nearly 255 characters (a few sentences worth) of text (which I need), and list Custom Settings, which can, can't be accessed from formula fields.
So my current best solution is to hard code the tax language directly into the formula field as a quoted string.
Am I missing something about Custom Settings? Is there a better way?
Instead of a Custom Setting - consider a Custom Label! You can use it in a formula and it has a max size of 1,000 char.
