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Mail Merge in salesforce
Hi friends
I know the functionality of mail merge in word but i don't know How the mail merge works in sales force? I found the application in app exchange in sales force named as Draw loop. any one can describe how the mail merge in sales force.
any app exchange tool will be used or not?
Thanks Friends post ur valuable suggestions and comments it will helps for all.
Thanks
Sundar
For mail merge you need not use any specific tool.
To generate a single Microsoft Word mail merge document:
You can also have a look in to the documention available on https://ap1.salesforce.com/help/doc/en/salesforce_mailmerge.pdf
Thanks for the information, but....
Who creates the Word templates? I have been trying to get someone to help me internally find the validation codes for merge fields but that is not successful. Where can I find the validation codes to create my own mail merge templates? Ive read the instructions and they are not intuitive for us non-technical folks.
I want a drop down menu like the one offered in my HTML email templates set up where I pick the direction and it gives me the validation code. For example, in the Email Template I say I want to know the code for the Lead Address and it gives me the code. Does something like this exist for Mail Merge Templates?
Thank you!!
Luba
I was having the same problem, fortunately I found the link below and it was really helpful. However, I still don't know how to integrate customized fields... I achieved to integrate only the standard ones. Does anybody know how to do it?
http://cicorp.com/salesforce/help/ModifyingMailMergeTemplates.htm
Well, hope it helps!
Hi Pradeep ,
Thanks for the information. It helped me a lot.
My requirement is to customise the "generate" button which is present on Mail Merge Standard page. I want to redirect the user to a custom visualforce page. Is it possible?
Your help will be highly appreciated.
Thanks