What information populates dynamic templates?

When entering a new template in the Gmail compose window, we will look at the first recipient in the To field. If a matching contact or lead is found, we will populate the dynamic fields in your template with information from any matching Salesforce fields.

We populate any template fields that match the Salesforce field name (for example, FirstName or Contact.FirstName). The template field must be set up as other template fields using {!…}.

For example, if you want to populate the template with the Contact’s first name in Salesforce, set up the template field as {!Contact.FirstName}. If you want to populate the template with the Lead’s first name in Salesforce, set up the template field as {!Lead.FirstName}. If you do not want to specify the field name to a Contact or Lead, you can just enter the field as {!FirstName}.

You can also pull up phone numbers, account name, companies, etc and any other valid fields from a Contact or Lead in Salesforce. 

Please note that the corresponding fields must match the Salesforce field name and not the Salesforce label name.

Here's Salesforce's resources on API names for default fields on the most commonly used objects:

  • Account field names: https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_account.htm#topic-title
  • Contact field names: https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_contact.htm#topic-title
  • Lead field names: https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_lead.htm#topic-title
  • Opportunity field names: https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_opportunity.htm#topic-title

NOTE: Yesware will try to pull in your data based on the matching Contact or Lead record that's found. If you wish to pull data from a different object, like Account, you'll need to precede the API field names with the object name. For instance, {!Account.Website}

When creating a new template, choose the "+Salesforce Field" option in the editor.  As you type in the field name, any matching options will be shown.

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