How to Create Dynamic File Names

Use merge fields in Output File Format to generate clear, searchable file names automatically.

Use dynamic file names to replace generic outputs like SD-0001.pdf.

This makes files easier to sort, search, and identify in Salesforce.

Set the output file name

1

Open document options

Open the Document Options tab in the Template Editor.

2

Find the file name setting

Locate Attachment & File Name Options.

3

Enter the naming formula

Add your formula in Output File Format.

4

Save and test

Save the template.

Generate a test document.

Use single braces in file name formulas: {!Object.Field}.

Do not use standard body merge field syntax like {{!Object.Field}}.

Common naming patterns

Use case	Formula	Example output
Sales quotes	Quote-{!Opportunity.Name}-{!TODAY()}.pdf	Quote-Q1 Services-2024-02-04.pdf
Invoices	INV-{!Opportunity.InvoiceNumber__c}.pdf	INV-12345.pdf
Contracts	Contract-{!Opportunity.Account.Name}.pdf	Contract-Acme Corp.pdf
Reports	{!Account.Name}-Report-{!TODAY()}.pdf	Acme-Report-2024-02-04.pdf

Best practices

• Avoid /, \, :, *, ?, ", <, >, and |.
• Use hyphens or underscores instead of spaces.
• Keep names under 80 characters when possible.
• Put the most important value first.

Tips

Include record context

Start with the document type, record name, or ID.

This improves sorting in related lists and external storage systems.

Add a date when needed

Use {!TODAY()} for time-based versioning.

This helps when users generate multiple copies over time.

Keep names stable

Avoid long formulas with optional fields unless you need them.

Shorter names are easier to scan.