Not able to use data from child records, you need to use 3rd party app such as: Conga Composer, Drawloop, or S-Docs.How to perform a mail merge with an Outlook Contacts list in Word.parent object fields for master-detail relationship.fields from the base object, including formula field and roll-up summary field.Only following fields can be used in merge document:.Not able to replace Mail Merge Templates document.servlet/servlet.SForceMailMerge?id= 0015000000tBqWbĬhange the instance to your Salesforce instance name and put a sample record for that object in id parameter. There is a tool SForceMailMerge to help us to get the right merge field name easily: If you note here, it is a not API field name. Here is the guide line for the merge field name: ObjectName_FieldName, such as: ACCOUNT_NAME for standard object and field, for custom object is the same OBJECT1_RATING. Save the document and upload to Salesforce from Setup | Communication Templates | Mail Merge Templates You will see the merge field added in Ms Word, such as: Account Name: «ACCOUNT_NAME» In the Field Properties area of the Field name box, manually enter the valid merge field, such as ACCOUNT_NAME. Select MergeField in the Field names box. Select Mail Merge in the Categories drop-down list. Select the Insert tab on the ribbon, click Quick Parts in the Text group, and then click Field. Place your cursor where you want to insert a merge field. If you use newer Microsoft Word, such as version 2010 or 2013, follow this step: If you are using Microsoft Word 2002, 2003, 2007, you can use Connect for Office to insert field quickly.
To use mail merge, you need to create mail merge template, which is Microsoft Word documents with merge fields that reference fields.
The generated files have been added to your documents tab: Please note that these files count towards your organization’s storage limits. Example: Your mail merge request is complete. You get an email with a URL to download generated mail merge documents.
In Extended Mail Merge, when you click Generate button, the document generated will be put in Salesforce Document object. Once you activate Extended Mail Merge, it will affect to the whole user in the organization, this mean no user will use Standard mail merge anymore. If you do not see this option, log a case to Salesforce Support to enable it. To enable Extended Mail Merge, navigate to Setup | User Interface, enable Activate Extended Mail Merge. Extended Mail Merge do not require to any specific browser or specific Ms Word version.
0 kommentar(er)
