Add a related list to a table using merge fields

Template builders can add formatted related lists into tables.

Tables allow template builders to create merge templates that contain information from objects related to the parent record and format that information in a repeating list that can be filtered based on desired criteria. Examples of related lists are case information include, but are not limited to, cases, opportunities, campaign information.

Add a table to your merge template

  1. Navigate to the Drive Connect application in Salesforce
  2. Select the Template Builder tab
  1. Create a new template or select a template and edit it
  2. In the Google Doc editor, select Insert
  3. Hover over the table selection then enter a table at the size of your choice
  4. Format the table as needed
  5. On the merge field generator tab, click the drop down and select [Record] Fields & Related Objects
  6. In the second drop down, select a related object
  7. From here, in the third drop down you can select one or more fields or another related object as needed
  8. Once you have made your selection copy and paste it into the body of your document

Table example:

Name

Title

Department

Email

Phone

{{!Account.r.Contacts.FirstName}} {{!Account.r.Contacts.LastName}}

{{!Account.r.Contacts.Title}}

{{!Account.r.Contacts.Department}}

{{!Account.r.Contacts.Email}}

{{!Account.r.Contacts.Phone}}

Expected result when previewing/ merging:

Name

Title

Department

Email

Phone

Geoff Minor

CFO

Executive

geoff@uag.com

(212) 328-9677

Edward Stamos

President and CEO

Executive

edward@uag.com

(212) 328-9676

Howard Jones

Buyer

Purchasing

howard@uag.com

(212) 328-9675

Note: The results shown were truncated for convenience.