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How Do Dynamic Templates Work with Salesforce?

Yesware’s dynamic templates allow you to personalize emails using live data pulled from Salesforce Contact or Lead records, if you're on the Enterprise plan. When a match is found, fields in your template are automatically filled in with real-time information, making it easy to send personalized communication at scale.

How dynamic field matching works​

When you select a template in the compose window, Yesware looks up the first recipient in the To field.

If a matching Contact or Lead is found in Salesforce, the dynamic fields automatically populate with that record's data.

If no match is found:

  • Gmail: You'll see a prompt at the bottom of the template to create a new Contact or Lead using the Salesforce Sidebar.
  • Outlook: There is no prompt. Fields remain blank if no match is found.

How to trigger Salesforce field population​

To ensure Salesforce data is pulled into the template, you must interact with the template properly:

  • Gmail: Click Fill In when selecting a template. Once data is populated, click Insert Template.
  • Outlook: Click on the template name to trigger the Salesforce lookup. Once fields are filled, click Insert.

Using the Insert button too early (without previewing or selecting the template) inserts the template as-is, with merge fields left blank.

Inserting Salesforce fields into a template​

When building or editing a template, you can insert Salesforce merge fields:

  1. Click the Insert Merge Field button at the bottom of the template editor.
  2. Select Salesforce Field.
  3. Begin typing the API name of the field you'd like to use. Matching options are suggested.

If you're referencing fields from an Account object, prefix the field name with the object. For example: {!Account.Website}

Yesware does not support pulling from Opportunity objects.

Reference: Salesforce field names​

Use the following Salesforce documentation to find standard API names for commonly used fields: