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#Merge Fields3 discussing

 

Couple of things: 

 

I am trying to use merge fields to add in details for a Lead's meeting with one of our strategy team: 

 

1. Strategy team member should be pulling through a Salesforce user, instead it is pulling through this snippet of code  

 

2. The date field in Salesforce CRM has a date and time however it is only pulling through the date 

 

Anyone know how to sort these two issues?

Salesforce user merge field coming through as code

 

 

 

#Merge Fields

8 answers
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Hello everyone, 

 

I'd like to share my LinkedIn newsletter focused on innovative editorial solutions for the  #Knowledge Base in multilingual business models. I'd love to hear from those of you who use the application.  

 

Check out Salesforce Knowledge Unpacked and feel free to share your thoughts or questions in the comments.  

 

I look forward to hearing from you! 

 

 

 

#Forums Community

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1 answer
  1. Feb 24, 2023, 6:58 AM

    You can use a quick text with a financial account merge field to populate account numbers in a task. 

     

    Please try the below steps

     

    1. Go to Setup in Salesforce and search for "Quick Text" in the Quick Find box.
    2. Click on "Quick Text" and create a new quick text by clicking on the "New" button.
    3. Give your quick text a name and add your financial account merge field in the text area. You can use the merge field syntax of "{!Account.AccountNumber}" to insert the account number.
    4. Save your quick text.
    5. Now, create a new task and select the "Quick Text" option in the "Description" field.
    6. Select the quick text you just created from the dropdown list.
    7. The account number should now appear in the task description.
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I need to include a link to a VF page in an email template.  The VF page would be dynamic, meaning it would be a different page depending on the contact that submitted information on that page, the time frame, etc.  How do I do this?  I have located the VF page in my Setup, but I don't know how to exactly link it, assuring the link is relevant depending on who has submitted it, the relevant week, etc.  #Email Template #Visualforce Pages #Merge Fields 

4 answers
  1. Dec 10, 2021, 1:21 AM

    Ok, then use with Merge Fields to populate the values.

     

    For example:

    if your vf page name as "AccountVFDetailPage"

     

    https://your-salesforce-domain-url/apex/AccountVFDetailPage?id=0012v00003KxNSaAAN

     

    Edit the Email Template, and use with <a href=""></a> to pass the vf page with parameters.

     

    Example:

    <a href="https://your-salesforce-domain-url/apex/AccountVFDetailPage?id={!Account.Id}">

    {!Account.Name}

    </a>

     

    use merge field to get the value:

    here - {!Account.Name}

    {!Account.Name} - Account is a Object (Standard/Custom Object) and Name is the api field

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Howdy! 

 

I think that merging one-off/ single/ not bulk Contacts and Accounts in NPSP is pretty challenging/ impossible to do well.  Please prove me wrong!

 

For bulk merges we use DemandTools.

 

 For ne-off/ single/ not batched duplicates we are looking at a pretty broken system and landscape that doesn't appear to have any good answers.

 

  •  If you utilize the Contact Merge functionality here https://powerofus.force.com/s/article/NPSP-Merging-Contacts you do not have the ability to select which fields values are added to the winning household Account. We use fields on the Household Account so this functionality is not useful to us.
    • Boooo! 
  • If you utilize the Merge functionality in Salesforce Classic https://help.salesforce.com/s/articleView?id=sf.contacts_merge_classic.htm&type=5 you have the limitation that you are unable to select the winning fields for any fields not on the Page Layout.
    • Boooo! 
  • To merge Contacts and Account using the Lighting Contact and Account merge they need to already be selected by a matching rule and be in a duplicate together. This doesn't work for us because if these duplicates were able to be found with an easy matching rule they would have already been merged by DemandTools. 
    • Booo! 

 

Am I missing any options? This seems like a major issue for NPSP. Let me know your thoughts.

4 answers
  1. Jan 11, 2022, 7:04 AM
    Thank you for sharing current operation! I’ll check the appexchange you’ve informed.
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My Contacts have two fields that represent the same thing. Sometimes one gets filled in and not the other. I would like to merge these two fields into one. What is the best way to do this? #Sales Cloud

2 answers
  1. Nov 10, 2021, 10:28 AM

    I tried this solution.

     

    What I did use apex code and check both field if field1 is empty and field2 have value then using apex code i updated record and put field2 value in field1 and make only field1 visible on page.

    Its not about merge but only 1 field will be shown with existing values. 

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Hello,

It's my first time with visualforce,

 

I am trying to create a visualforce page with the opportunity as standardController but I have trouble to find the name of the merge fields like :

{!Opportunity.Name}

Is ther a way to find them or insert them correctly ?

 

thanks

 

Yann

 

#Visualforce Pages  #Merge Fields

1 answer
  1. Oct 14, 2021, 9:15 AM

    Hi Yann,

     

    You can find a list of all opportunity fields and their API names using the object manager. From Setup, open Object Manager, find Opportunity, and open the Fields and Relationships tab for the complete list.

     

    You can also look up the names of standard fields here:

    https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_opportunity.htm

     

    The format will always be the same:

    {! name_of_object.name_of_field }

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I created a custom report of type - 'leads with Duplicate record items' which shows the list of duplicate leads if they have same email-ID(matching rule)

 

How can I merge those leads? I don't want to do it manually. Please advise

 

#Leads #Merge Fields #Duplicate Leads #Duplicate Management #Matching Rule #Sales Cloud

3 answers
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I am very new to Pardot and am using merge fields for the first time. I want to ensure that f one of our prospects doesn't have a registered first name, I could manipulate the email to adjust to this missing field and provide another greeting instead. 

 

Hi {{recipient First.Name}} 

 

If no First Name 

 

I would like it to say something like "to whom it may concern" or just Hi, I hope you're doing well!

 

Any insight as to how I should type in this if statement in my merge field would be greatly appreciated! Thank you! 

#Merge Fields #If

1 answer
  1. Aug 3, 2021, 4:30 AM

    {!IF(recipient.FirstName == '', recipient.LastName , recipient.FirstName+' '+recipient.LastName)}

     this is the logic, syntax wise please correct and use it

     

    When you get your answer, please mark a best answer which ends the discussion thread and helps keeping this community clean. #DiscussSalesforceQueries  

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I am trying to create an email template with merge fields from lead contact names by - which is easy enough just by inserting the merge fields e.g. Dear {{{Recipient.Salutation}}} {{{Recipient.LastName}}}.  However if there record Salutation field is blank, I would like to automatically insert just the records First Name only. 

For example if the record was Mr. John Smith the result should be Dear Mr. Smith, however if the record was John Smith (with the Salutation filed blank) then the result should retun Dear John. 

Is there a way to do this please, with formulas perhaps? e.g. 

IF {{{Recipient.Salutation}}} is not blank return  {{{Recipient.Salutation}}} {{{Recipient.LastName}}} 

But IF  {{{Recipient.Salutation}}} is blank then return {{{Recipient.FirstName}}} 

What would be the correct syntax?

Thank in advance. 

1 answer
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Jul 28, 2021, 12:05 PM

    Hey Nigel,

     

    I would create a custom formula field that creates your ideal salutation combination as you described.

     

    And then I would use that as the merge field for emails.

     

    I do not believe you can use formulas within an email template, but I could be wrong.

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