Merge field formats
Every scalar merge-field chip carries a Format dropdown. The format applies at render time using the running user’s locale, and the chip’s stored value is untouched. To set one, click the chip in the editor and pick from the dropdown. See Merge fields and formats.
| Format | What it does | Example (Opportunity.Amount = 12345.6 in en-AU) |
|---|---|---|
raw (default) | Renders the value as Salesforce returned it. Useful inside URLs or downstream calculations. | 12345.6 |
currency | Currency formatted using the running user’s locale and the field’s currency code. | $12,345.60 |
number | Locale-aware thousands separators, using the field’s display scale. | 12,345.6 |
percent | Multiplies fractional values by 100 and appends %, so 0.125 renders as 12.5%. | 12.5% |
date | Locale short-date form. | 18/05/2026 |
datetime | Locale short date plus time. | 18/05/2026, 14:32 |
integer | Whole number. Drops the decimal part a quantity or a count does not need. | Quantity = 120.00 renders as 120 |
Related
Section titled “Related”- Fallback text renders in place of a blank value, and is set from the same chip popover. See Merge fields and formats.
- In a Word-file template, the same formats are written as tags, for example
{{Qty:integer}}. See Word-file templates. - Aggregate functions (
SUM,COUNT,AVG,MIN,MAX) take an optional Format from the same list, and resolve identically in PDF and Word output.