Field Name

Obtains values from the Salesforce object configured in the output template.

Syntax:

<field name="api_field_name" format="NumberFormat,DateFormat,DateTimeFormat"/>

Where:

api_field_name is the API name of the field to display data for.
Number Format,Date Format,DateTime Format is the way in which the data is to be formatted.

Tips:

For improved security in your org:

Merge fields included in Microsoft Word XML documents must be placed within paired double-quotes or paired single-quotes.
Merge fields included in Microsoft Excel XML documents must be placed within cell values.
Merge fields included in HTML documents must be placed within an attribute or tag. Merge fields should never placed in JavaScript.

Sample Code

If you want the template to access data related to a specific contact by reading data from the Contact object, you can use something like this:

<html> <body> <table> <tr> <th>Contact Name</th> <th>Account</th> <th>Contact Name</th> <th>Account</th> <th>Parent</th> <th>Birthday</th> </tr> <tr> <td><field name="Name"/></td> <td><field name="Account.Name"/></td> <td><field name="Account.Parent.Name"/></td> <td><field name="Birthdate" format="mm/dd/yyyy" /></td> </tr> </table> </body> </html>