When using a Template in the Outlook compose window, we will look up the first recipient in the To field. If a matching Contact or Lead is found, we will populate the dynamic fields in your Template with information from any matching Salesforce fields.
To automatically pull in data from Salesforce, you'll need to select the Template you'd like to insert by clicking on it. The "Insert" function does not pull in Salesforce data and will insert your Template exactly as it is without filling in any fields. Once you've clicked on the Template you'd like to use and we've filled in the Salesforce recipient data, then you may click the "Insert" button at the bottom of the Template.
Here are Salesforce's resources on API names for default fields on the most commonly used objects:
NOTE: Yesware will try to pull in your data based on the matching Contact or Lead record that's found. If you wish to pull data from an Account object, you'll need to precede the API field names with the object name. For instance, {!Account.Website}. We do not pull from Opportunity objects.
To insert a Salesforce field in your Template when you are creating one, select the "Insert Merge Field" button at the bottom of the compose area in the Templates editor and select "Salesforce field." As you type in the field name, any matching options will be shown. Salesforce fields are only available on our Enterprise plan.