1. Help Center
2. Using the Template Builder

Template builders can add merge fields that pull data from Salesforce records and insert that data into a new Google Drive document.

Merge fields drive Document Generation and enables Salesforce users to create up-to-date and accurate documentation. Merge fields work by pulling predefined data already available inside a Salesforce record and its related records and inserting them into a new Google document. This allows for accurate and rapid generation of important documentation.

Adding merge fields from the record and related objects

1. Navigate to the Drive Connect application in Salesforce
2. Select the Template Builder tab
   • If this tab isn’t available, follow these steps
3. Create a new template or select a template and edit it
4. On the merge field generator tab, click the Type drop down and select [Record] Fields & Related Objects
5. In the second drop down, select a field or a related object
   • Related objects will be located lower than the record field selections on the list. Select the related object and continue to drill down until you find the field that you are looking for
6. Once you have made your selection copy and paste it into the appropriate section of your merge template

Record related field example: {{!Account.Name}}

Adding lookup merge fields from the parent record

1. Navigate to the Drive Connect application in Salesforce
2. Select the Template Builder tab
   • If this tab isn’t available, follow these steps
3. Create a new template or select a template and edit it
4. On the merge field generator tab, click the Type drop down and select [Record] Fields & Related Objects
5. In the second drop down, select a lookup from the field section denoted by a right facing karat (>)
   • A third dropdown will appear, from here, select the desired field or select another lookup and select the field from the next drop down that appears.
6. Once you have made your selection copy and paste it into the appropriate section of your merge template