When adding a new Template in the O365 compose window, we will look at 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 use 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.
We populate any Template fields that match the Salesforce field name (for example, FirstName or Contact.FirstName). The Template field must be set up as other Template fields using {!…}. The "Insert Merge Field" functionality will help you automatically enter this formula.
To do it from scratch, if you want to populate the Template with the Contact’s first name in Salesforce, set up the Template field as {!Contact.FirstName}. If you want to populate the Template with the Lead’s first name in Salesforce, set up the Template field as {!Lead.FirstName}. If you do not want to specify the field name to a Contact or Lead, you can just enter the field as {!FirstName}.
You can also pull up phone numbers, account names, companies, etc. and any other valid fields from a Contact or Lead in Salesforce.
Please note that the corresponding fields must match the Salesforce field name and not the Salesforce label name.
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.