Merge Fields Displaying Unexpected Results
Due to a recent change to the way Salesforce exports reports, you may experience unexpected behavior when merging data from formula fields retrieved by Salesforce reports.
How do I know if I am affected?
In your output document, you may see affected merge fields display "&" or """ etc. as the merged value. This is due to the change referenced above.
How do I fix it?
Add an HTML prefix to all formula fields. To do so, follow the steps below.
If
using traditional merge fields, such as <<MergeField>>, do the
following:
- Toggle the merge field open by right-clicking on the merge field and selecting Toggle Field Codes.
- Modify the merge field to include HTML: as a prefix to the field name. For example, a custom formula field for the SLA Plan would need to be modified as follows (in bold):
{ MERGEFIELD HTML:SLA_PLAN \* MERGEFORMAT }
If using text-based merge fields, such as {{Merge_Field}}, do the following:
Modify the merge field to include HTML: as a prefix to the field name. For
example, a custom formula field for the SLA Plan would need to be modified as
follows (in bold):
{{HTML:SLA_Plan}}
For more information about this change, visit https://help.salesforce.com/HTViewSolution?id=000239661&language=en_US.
