Component Template Reference Guide

Template Editor Templates PDF, HTML, DOC	Microsoft Templates DOCX, PPTX, XLSX	PDF-Upload Component
{{{{!Component Template Name}}}}	[{{{{!Component Template Name}}}}]	{{{{!Component Template Name componentType="pdf-upload"}}}} OR

Component Query Model

Used to repeat a component once per SOQL record.

<!--{{!
<lineitemsSOQL>
  <component>
    Component Template Name
  </component>
  <soql>
    SELECT Id FROM Opportunity
  </soql>
</lineitemsSOQL>
}}-->

---

Optimized Component Query Model (Single SOQL Execution)

<!--{{!
<lineitemsSOQL>
  <class>none</class>
  <soql>
    SELECT Id, Name, Field__c FROM Opportunity
  </soql>

  <component columnFields="true" mergeFieldPrefix="rec">
    Component Template Name
  </component>

  <column componentMergeField="true">Id</column>
  <column componentMergeField="true">Name</column>
  <column componentMergeField="true">Field__c</column>

</lineitemsSOQL>
}}-->

Inside the Component:

{{!rec.Name}}
{{!rec.Field__c}}

Attributes

Attribute	Explanation		Example
{{{{!TemplateName}}}}	Merges a Component template at the insertion point.	1. Inherits parent record context 2. Executes once per placement 3. Supports nesting 4. Case-sensitive template name	Opportunity Summary {{{{!Opportunity Pricing Component}}}} Thank you for your business.
<component>	Used inside <lineitemsSOQL> to repeat a Component per query result	1. Executes once per returned record 2. Provides record-level context to the component 3. Supports nested components 4. Can be optimized using columnFields="true"
<column componentMergeField="true">	Passes queried fields into the component when using columnFields="true"	1. Uses parent query results 2. Requires <column componentMergeField="true"> 3. Requires mergeFieldPrefix 4. Only one SOQL query executes	Opportunity Compact Block OR Name StageName Amount Component usage: {{!opp.Name}} {{!opp.StageName}} {{!opp.Amount}}
mergeFieldPrefix="prefixName"	Defines the namespace used inside the component when using columnFields="true"	1. Required when columnFields="true" is used 2. All merge fields inside the component must use the prefix 3. Prefix is case-sensitive	Parent: <br><component columnFields="true" mergeFieldPrefix="opp"><br><br> Component: <br>{{!opp.Name}}<br>{{!opp.StageName}}<br>
componentType="pdf-upload"	Specifies that the merged template is a PDF-Upload template.	1. Used only for PDF-Upload templates 2. Can be applied in {{{{! }}}} syntax or <template> syntax 3. Ignored for non-PDF-Upload templates	{{{{!Master Service Agreement componentType="pdf-upload"}}}} Or: