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CTU007
outlook edition version 3 is installed, but mail merge is still not working with office 2007
Same error msg when doing mail merge:
Exception: CMMHost::GenMailMerge:Exception
Object variable or With block variable not set
sf outlook edition version: 3.1.0.0
MS office version: 2007
sf office edition: 1.3.2.2
Any suggestion?
So. I cant quote now.
Unbelievable. According to other threads this has been known about for some time now (months) and although Outlook is working, Word/Excel etc are not.
Is there ANY workaround for this? Please.
I was also told by sfdc support that the new office edition should be available in Mid-April to support mail merge in office 2007.
But it is Apr 26 already and nothing happened yet!!! I sent a follow-up email, no response!
"Thank you for contacting salesforce.com support. Salesforce.com supports Office 2007 with Office Edition as of April 12, 2007. Users can also create Mail Merge templates using Word 2007 and/or Vista with the latest version of the Office Edition plug in.
The latest version of Office Edition can be downloaded from Setup | Desktop Integration | Office Edition.
If, when performing a mail merge, you receive the error message "Exception :: CMM host :: GENMAILMERGE : Exception ", verify that you have Microsoft Word version 2000 or later installed on your machine. This version is required for Mail Merge to function properly.
Salesforce's mail merge feature requires the following:
Microsoft Word:
- Version 2000 or later
Web browser:
- Internet Explorer 5.5 or later
Operating system:
- Windows XP, 2000, or NT
"At this point, I feel that it is best that we escalate your case to our Tier 2 level of support for further review. In order to do this, please provide answers to the questions posted below. As soon as I receive a response from you, I will submit your case for further revies. "
I will post an update with the results:
Other interesting issues: in Word the sforce12.dotm file seems to be corrupt now
SalesForce does not recognise the .dotx file format created by Word 2007 as a valid upload type
I tried to test and see if it would work with a newly created word 2007 doc (or docx as word now uses) and see if I needed to update/reformat my docs.
What I found:
1) Salesforce does not accept an upload of the new .docx format, it throws an invalid file error.
I renamed the extension to .doc and it did upload
I tried to merge with the newly created 2007 test file on my Vista/2007 system, it still fails with the error.
I tried to merge the 2007 test file on an xp/2003 system and the document opened in MS Word 2003 as binary garbage. It did not have any recognizable characters except [Content_Types] .xml
no word back from Sales Force Support as yet....
I also tried to download the "mm_templates.doc" from sfdc, and found out it is still the old version, no mentioning of what needs to be done for office 2007...
What a disappointment!!!
Since then I have sent 5 separate replies, none of which have been answered by the representative.
I am being ignored by salesforce tech support, and still cannot generate quotes.
Nice work guys.
Thanks for the quick response. I’m further investigating this issue. I’ll keep you updated.
Thank you,
Vrushali Khatav
Sr. Technical Support analyst, API
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
Sent: Friday, April 27, 2007 8:32 AM
To: Vrushali Khatav
Cc:
Subject: RE: Case 01214697: General User Question [ ref:00D062.50033CJJI:ref ]
Hi Vrushali Khatav,
What I found: I created a template in Word 2007 to test with. When I attempted to upload the mail merge template into Salesforce, Salesforce displays an error that the file is in unrecognized format and is not a MS Word Doc file.
I then looked, and MS Word saves the files with an extension of .docx. I renamed the extension to .doc, then confirmed the MS Word would still open and recognize the document.
I then uploaded the template to Salesforce. (It is the 2007 Test) and it was able to upload ok. I went to test by performing a mail merge with the 2007 test template and have exactly the same error, no change.
*Note** I then used my working XP computer with MS Word 2003 and ran a test to merge the 2007 test doc. It performed the merge, and once opened the resulting document is binary garbage.
Current status: When I open MS word 2007 on my Vista box, I have an error that the Salesforce file "Error found in Custom UI XML of C:\Program Files\Microsoft Office\Office 12\STARTUP\sforce12.dotm Line2 column 35 has an error Code 0x80004005 Unknown Office control ID: Home (screenshot attached)
File attached
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
Sent: Friday, April 27, 2007 10:13 AM
To:
Subject: RE: Case 01214697: General User Question [ ref:00D062.50033CJJI:ref ]
Hi ,
I wanted to let you know that this case has been escalated to me here in Tier2 support.
For Mail Merge feature to work on Office 2007, you need to create the mail merge templates using Office 2007 and upload to Salesforce. It does not work with the mail merge templates that were created outside of Office 2007. Could you please create a sample template and see if it works? Please let me know if you have any questions.
Thank you,
Vrushali Khatav
Thanks for the quick response. I’m further investigating this issue. I’ll keep you updated.
Thank you,
Vrushali Khatav
Sr. Technical Support analyst, API
Salesforce.com
(415)536-5498
From:
Sent: Friday, April 27, 2007 8:32 AM
To: Vrushali Khatav
Subject: RE: Case 01214697: General User Question [ ref:00D062.50033CJJI:ref ]
Hi Vrushali Khatav,
What I found: I created a template in Word 2007 to test with. When I attempted to upload the mail merge template into Salesforce, Salesforce displays an error that the file is in unrecognized format and is not a MS Word Doc file.
I then looked, and MS Word saves the files with an extension of .docx. I renamed the extension to .doc, then confirmed the MS Word would still open and recognize the document.
I then uploaded the template to Salesforce. (It is the 2007 Test) and it was able to upload ok. I went to test by performing a mail merge with the 2007 test template and have exactly the same error, no change.
*Note** I then used my working XP computer with MS Word 2003 and ran a test to merge the 2007 test doc. It performed the merge, and once opened the resulting document is binary garbage.
Current status: When I open MS word 2007 on my Vista box, I have an error that the Salesforce file "Error found in Custom UI XML of C:\Program Files\Microsoft Office\Office 12\STARTUP\sforce12.dotm Line2 column 35 has an error Code 0x80004005 Unknown Office control ID: Home (screenshot attached)
File attached
-----Original Message-----
From: Vrushali Khatav [mailto:vkhatav@salesforce.com]
Sent: Friday, April 27, 2007 10:13 AM
To:
Subject: RE: Case 01214697: General User Question [ ref:00D062.50033CJJI:ref ]
Hi Walter,
I wanted to let you know that this case has been escalated to me here in Tier2 support.
For Mail Merge feature to work on Office 2007, you need to create the mail merge templates using Office 2007 and upload to Salesforce. It does not work with the mail merge templates that were created outside of Office 2007. Could you please create a sample template and see if it works? Please let me know if you have any questions.
Thank you,
Vrushali Khatav
Sr. Technical Support analyst, API
Salesforce.com
I just upgraded to Vista this weekend and discovered the same error when trying to merge. I have tried it on both Word 2003 and 2007 documents with the same result. I am running Office Edition 1.3.2.8. I have submitted a case to tech support on this as well. Hopefully this is resolved quickly.
CTDW
Hi,
I apologize for the delay in getting back to you. We were researching this issue on our end. I want to let you know that our QA/Dev has identified this as a bug on our end. We have logged a high priority bug to resolve this issue and I have attached your case with the bug#. Unfortunately, I do not have an ETA on when the fix will be released.
Please let me know if you have any questions.
Thank you,
Vrushali Khatav
Sr. Technical Support analyst, API
Salesforce.com
(415)536-5498
Legiant Admin, I am surprised that you feel surprised about this. :smileyvery-happy:
I have got used to it.
It has been fixed! It works properly now:
Please complete the following steps to correct the SalesForce/MS Office 2007 – Mail Merge issue. Before upgrading to the new Mail Merge add-on that supports Windows Vista and Word 2007, perform the following steps. Note that you must be logged in to your PC as a Windows user with sufficient administrative privileges to change the settings described.
To install the new Mail Merge:
Thanks, Legiant. I tested and it is REALLY working!!!
However, what do my users have to do? Do they have to install the latest office & outlook edition? I have installed the outlook V3.1 although not sure if it is official released or not.
Please complete the following steps to correct the SalesForce/MS Office 2007 – Mail Merge issue. Before upgrading to the new Mail Merge add-on that supports Windows Vista and Word 2007, perform the following steps. Note that you must be logged in to your PC as a Windows user with sufficient administrative privileges to change the settings described.
To install the new Mail Merge: