Replace

Created by Docs Made Easy, Modified on Wed, 16 Jul at 3:58 AM by Docs Made Easy

Available In: Docs Made Easy Basic and Pro

Parameter Value : REPLACE

Parameter Requirements : None

Parameter Description : The Replace parameter in Docs Made Easy enables dynamic text substitution by replacing specified values from a Salesforce field with alternative content during document generation. This is particularly useful for formatting, masking, or cleaning field values on the fly—without altering the source data in Salesforce.

Example -

USE CASE	SYNTAX	VALUE	OUTPUT
Replace “Private” with “Confidential”	{{REPLACE:Account.Type:Private:Confidential}}	Private	Confidential
Replace comma with space in name	{{REPLACE:Account.Name:{COMMA}:{SPACE} }}	Acme, Inc.	Acme Inc.
Replace semicolon with colon	{{REPLACE:Account.Industry:{SEMICOLON}:{COLON} }}	Technology;Services	Technology:Services

SUPPORTED TOKENS
{COMMA}	,
{COLON}	:
{SPACE}	(space character)
{NEWLINE}	Line break
{PERIOD}	.
{SEMICOLON}	;

Note:

Ensure there is a space before the closing brace like {{REPLACE:Case.Description:{PERIOD}:{NEWLINE} }} to avoid formatting errors.