Inserting Rich text fields from Salesforce to a Word document

Last updated Apr 12 2020

In this example we will show you how to insert a rich text field from Salesforce into your word template, using FormTitan add-in for Word.

We’ll show you how to:
- Add a field (using the right click menu).
- Set the field (Choose account, give a comment and choose field): Account Name.
- Insert the rich text field.
- Configure a static Filter based on account ID.
- Preview the document and you will see the account name and the rich text field populated in the document.




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