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CLM Template Guide — Appraiser Review Letter

Overview

This guide explains how to structure, configure, and manage Appraiser Review Letter templates within Salesforce CLM. It covers:

Repeat/array merge tags
Conditional visibility (show/hide questions, sections, deficiencies)
Table and paragraph formatting
Edge cases (null values, formatting challenges, deficiencies)
Example usage patterns
Decision and action points (explicit issues or questions to resolve)

Merge Tag Techniques

Table/block repeats: {{#reviewQuestions}} ... {{/reviewQuestions}}
Paragraphs vs. tables, hiding/showing blocks

Common Scenarios

Including only answered questions
Conditional: show deficiency section/flag if relevant

Repeat/Array Tags

Usage Example:

{{#each DeficiencyList}}
<tr>
  <td>{{DeficiencyType}}</td>
  <td>{{DeficiencyDescription}}</td>
</tr>
{{/each}}

Use each blocks to render dynamic content (arrays/lists from Salesforce).
Supports variable-length tables and grouped paragraphs.

Conditional Sections

Example:

{{#if IsDeficiency}}
Section: Deficiencies Found
{{else}}
Section: No Deficiencies
{{/if}}

Show/hide based on merge fields (boolean or enumerated).
Can target entire sections, paragraphs, or individual questions.

Table/Paragraph Examples

Deficiency Table:

<table>
  <thead>
    <tr><th>Type</th><th>Description</th></tr>
  </thead>
  <tbody>
    <!-- Dynamic rows go here -->
    {{#each DeficiencyList}}
    <tr><td>{{DeficiencyType}}</td><td>{{DeficiencyDescription}}</td></tr>
    {{/each}}
  </tbody>
</table>

Paragraph Blocks:

{{#each Comments}}
<p>{{CommentText}}</p>
{{/each}}

Edge Case Handling

If DeficiencyList is empty/null, render a fallback paragraph: No deficiencies found.
Fields may be string, number, or boolean—always sanitize output in template.
Format sections to avoid unwanted whitespace/empty tables.

Questions to Clarify

What is the complete list of merge fields expected for each template?
Are custom data transformations needed before merge?
Are any fields multi-select or nested objects?
How are null/empty values handled (leave blank vs. explicit text)?

Last updated: 2026-02-26 10:32 AM Work in progress: More examples and Salesforce integration notes coming next.

2.3 KiB Raw Blame History