Merge Fields With Template Editor

Learn what merge fields are, how to add them to a template, and which attributes are most useful day to day.

Inserting Merge Fields

Merge fields pull live Salesforce data into an S-Docs template.

They act as placeholders. At generation time, S-Docs replaces them with record values.

What a merge field looks like

Use this pattern:

{{!Object.Field}}

Examples:

{{!Opportunity.Name}}
{{!Opportunity.Account.Name}}
{{!Contact.Email}}

You can also apply formatting attributes.

Example:

{{!Opportunity.CloseDate format-date="yyyy-MM-dd"}}

How to add a merge field

1

Choose the record value

Identify the object and field you want to merge.

Example: Opportunity.Name

2

Insert the merge field into the template

Place your cursor where the value should appear.

Then insert or type the merge field syntax:

{{!Opportunity.Name}}

3

Add an attribute if needed

Attributes change how the value renders.

Example:

{{!Opportunity.Amount format-number="#,###.##"}}

4

Save and test

Generate a document from a real record.

Confirm the value and formatting are correct.

Quick examples

Plain text field

{{!Account.Name}}

Parent relationship field

{{!Opportunity.Account.Name}}

Number formatting

{{!Opportunity.Amount format-number="#,###.##"}}

Render rich text content

{{{!Object.Rich_Text_Field__c}}}

Replace characters or values

{{!Contact.LastName replaceAll="',\\'"}}

Quick reference: common merge field attributes

This is a practical reference. It covers the most commonly documented attributes.

replaceAll

Replaces matching text inside the merged value.

Use it for cleanup, escaping, or value swaps.

{{!Object.Field replaceAll="old,new"}}
{{!Contact.LastName replaceAll="',\\'"}}

Use multiple pairs when needed.

Use #comma# if a replacement value must contain a comma.

format-number

Formats numeric output.

{{!Opportunity.Amount format-number="#,###.##"}}
{{!test.unitprice format-number="-#.###,##"}}

Useful for currency, decimals, phone-like masks, and localized separators.

Rich text output and triple braces

Use triple braces when you want to preserve formatting from a rich text field.

{{{!Object.Rich_Text_Field__c}}}

Use this when you want line breaks or markup to remain in the output.

format-date

Formats date and datetime values.

Example:

{{!Opportunity.CloseDate format-date="yyyy-MM-dd"}}

Use this when you need a predictable date format.

Common issues

• Wrong object or field API name
• Missing relationship path
• Special characters not escaped
• Rich text output not formatted as expected

Related articles

• Escape an Apostrophe Correctly in a Merge Field
• Mailing Address Fields
• CSS Styling with Merge Fields