Templates are the foundation of Magic Merge. They define the structure and content of your generated documents, pulling live Salesforce data into professionally formatted outputs. This guide covers template types, configuration options, and the text editor features you'll use to build dynamic documents.
Choose the appropriate template type based on your output needs and delivery method.
Generate professional PDF documents from Salesforce data. Ideal for contracts, proposals, invoices, and formal reports.
Create dynamic email templates that merge Salesforce data directly into content. Perfect for personalized communications and automated notifications.
Configure essential settings for your merge template including data relationships, file management, and versioning.
Configure field formatting, default values, and conditional display rules for individual fields in your template. Control how data appears when merged—including date formats, currency symbols, and fallback text for empty fields.
Define parent-child record relationships to include related object data in your merge template. Link Opportunity Line Items to Opportunities, Contacts to Accounts, or any custom relationship in your org.
Control file creation, naming, and storage settings for documents generated by the merge process. Configure dynamic file names using merge fields, specify output folders, and set file format options.
Configure automated workflows, field updates, or custom logic to execute after merge completion. Trigger follow-up tasks, update record statuses, or send notifications when documents are generated.
Track and manage template versions with backup, comparison, and rollback capabilities. View version history, compare changes between versions, and restore previous versions when needed.
Build dynamic document templates that pull and format Salesforce data using these editor features.
Create structured data presentations using HTML tables for organized display of line items and summaries. Tables automatically expand to accommodate child record data during merge.
Display multiple related records using child object relationships configured in the Actions section. Each child record creates a new row or section in your output document.
Insert dynamic Salesforce field values using merge field syntax. Placeholders are replaced with actual data during merge.
Tip: Use the field picker in the editor to browse available fields and insert merge syntax automatically—no need to memorize field API names.
Create your first template in minutes:
Navigate to Magic Merge → Templates and click New Template
Choose your template type (PDF or Email) and select the primary Salesforce object
Configure child object relationships if your template needs related record data
Use the text editor to build your document layout and insert merge fields
Preview with sample data, then save and activate your template
Need Help? Check out our template gallery for examples and pre-built templates you can customize for your use case.
