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Special merge fields allow you to use advanced functionality in Word templates. For example:įor more information about detailed regions, see: Using Detail Data in Word and Repeating Data in Word Special Merge Fields The detail region of your template grows dynamically with rows of repeating data. For example, for a Composer solution running on an Opportunity, you can merge Opportunity Product data into the template. You can merge detailed data into a Word template. Example: įor more information on formatting merge fields, see: Format Date Values and Format Number Values Detail Data.Picture switches are added after the field name using for dates and \# for numbers and currencies.

Merge fields containing dates, numbers, or currencies can be formatted using picture switches. Merge fields are added to Word templates using the Conga Composer Template Builder. Text-based merge fields are inserted into the Word document by typing the merge field name surrounded by two curly brackets.Traditional Word merge fields are inserted into the Word document using Word merge field functionality.Composer Release 8 supports two types of merge fields: Microsoft Word templates use merge fields to map data from Salesforce into your Word document.

We recommend starting with Word templates to see if they can meet your needs before moving on to another template type like Excel, PowerPoint, HTML Email, and PDF.