Inserting Merge Fields

Learn how merge fields work in S-Docs, then choose the right guide for Template Editor, Microsoft templates, or focused troubleshooting.

Use this section to learn how merge fields bring Salesforce data into an S-Docs template.

Merge fields act as placeholders for record data.

When you generate a document, S-Docs replaces each field with the right value.

Start here to choose the guide that fits your template type and experience level.

If you are new to merge fields, start with Get Started With Merge Fields.

Use Merge Fields With Template Editor for standard S-Docs templates.

Use Merge Fields With Microsoft Templates for DOCX, PPTX, and XLSX files, where merge fields must stay inside square brackets.

If you are new to merge fields, start with the beginner guide.

If you are adding fields in the S-Docs editor, use the Template Editor guide.

If you are building a Microsoft template, use the Microsoft guide for the bracket syntax.

If you need a specific fix or formatting pattern, use the additional resources.

Get Started With Merge Fields

Start here if you are new to Salesforce merge fields and want a simple introduction.

Merge Fields With Template Editor

Learn the standard merge field syntax, how to insert fields, and which attributes to use most often.

Merge Fields With Microsoft Templates (DOCX, PPTX, XLSX)

Use the bracket-based syntax required for Word, PowerPoint, and Excel templates.

Additional Resources

Jump to focused articles for apostrophes, mailing addresses, deep relationship paths, and rich text output.

Use Format Data with Template Attributes when you need to control how merged values display after insertion.