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    When should one use a merge field?

    clayhendrix

      I have seen merge fields referenced in the community. I have also seen and used them as a part of starter solutions. I can even create one myself.

       

      However, I am not certain when one should use a merge field. For instance, if a merge field is used on a layout, you cannot type find criteria into the merge field when searching for records. Which makes me think that using a merge field for the customer name as a pretty part of a layout is not helpful.

       

      Please advise.

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