Inserting runtime variables – S-Docs for Salesforce

Get an understanding of runtime variables and learn how to insert Runtime variables into the Template Editor.

First things first: Runtime variables are unique variables. In S-Docs, these include: 

• Email
• Record Owner’s Name
• Record Name
• Date Time
• Date
• Current User’s name

Create your template.

Add Runtime variables to the template using the drag-and-drop function or the “@ symbol keyboard” shortcut.

Using the text editor, manually type in the following words in the template: 

• “Record:”
• “Record owner:”
• “Current user:”

Then, using drag and drop, drop the corresponding Runtime variables over after each entry:

• Record name
• Record Owner’s name
• Current User’s name

You can add any of the runtime variables you need into your template.