Add merge fields to Property page layout

The content of this page is specific to the Delphi product type only. If you are using the Delphi Core product type and want to learn more about the Delphi product type, contact your sales representative.

If you want to use the default merge templates that are provided to new properties, a corporate administrator needs to add some fields to the Property page layout. The property administrators can then complete these fields to add their property's clauses and terms to the contracts and proposals.

This feature is available only with version R42 and higher.

The process of adding merge fields to the Property page layout depends on your Salesforce experience. Select your Salesforce experience for further details.

To add merge fields to the Property page layout

  1. Open the Property page and click Edit Layout.

  2. If necessary, add the Document Merge section to the bottom of the page, above the System Information section.

  3. In the options at the top of the page, search for the fields shown below and drag them into the Document Merge section.

  4. Click Save.

  5. If you have any event-only properties, repeat these steps for the Event Only property page layout.

For information on managing page layouts, see Salesforce Help.

To add merge fields to the Property page layout

  1. Open the Property page and click Setup ().

  2. Click Edit Page.

    This is a managed package record page. If you are opening it for the first time, Salesforce clones the page, updates the API Name, and allows you to edit it in the Lightning App Builder. 

  3. Open the Fields list on the left and use the Quick Find to locate the field.

  4. Scroll down to the Document Merge field section to drag the field where you want it to go.

  5. Click Save.

  6. If you are editing the Property page layout for the first time, Salesforce prompts you to activate the page after saving to make the page available for users. You can do this from the Save dialog or later using the Activation button and following the prompts.

For information on managing Lightning page layouts, see Salesforce Help.