When creating a new Template in the Gmail or O365 compose window, Yesware will look at the first recipient in the “To” field. If a matching Contact or Lead is found in Salesforce, Yesware will automatically populate dynamic fields in your Template using information from that record.
How to Insert Salesforce Fields into a Template
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In the Templates editor, click the "Insert Merge Field" button at the bottom of the compose area.
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Select "Salesforce field."
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As you type in the name of the field, a list of matching Salesforce fields will appear.
Note: Salesforce field merging is available only on the Enterprise plan.
Formatting Salesforce Merge Fields
Templates must use the standard merge field format {!...}. For example:
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{!Contact.FirstName}– pulls from a matching Contact -
{!Lead.FirstName}– pulls from a matching Lead -
{!FirstName}– works for either Contact or Lead without specifying the object
You can use any valid Salesforce field from a Contact or Lead object, including:
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Phone number
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Company name
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Account name
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Website
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And more...
The merge field must match the Salesforce API field name, not the label name.
Pulling from Account Fields
To use fields from an Account object (e.g., the Account tied to a Contact), you must prefix the field name with the object name:
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{!Account.Website}
Yesware does not support Opportunity objects for dynamic field population.
Helpful Salesforce Resources
Here are Salesforce's official guides to API field names for common objects: