function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Deepakn12Deepakn12 

using related list in mail merge

It looks like there are very few peoples working on mail merge. For my last post also no one did reply.
I hope this time some one would reply.
I am designing a mail merge template based on a custom object called 'Quote'.
I am being able to provide correct merge field name for Quote's field, but I am having tough time when it comes to related field.
Lets say I want to use merge field for Quote's owner email id. There is a lookup field on Quote called 'Owner'.
Now I need to know how should be the merge field for getting owner email id. If we need to get owner name then we can do
as follows.
'Quote_Owner'.
If we generate document based on this template we will get owner name in place of merge field.
 
And one more issue I have. I want to display related list data.
I couldnt find much help on this anywhere else.
It would be great if some one can help me in this regard.
I just want to know that what is the standard used for giving name for merged field for differenet types of sfdc object fields.
Thanks.
Deepak
EmsEms

I am facing the same issue - Here is a thought (which I haven't actually tried yet)

 

Create a cross-object formula field in the object you will be doing the merge in.

Put a formula in it to pull the information from the other object you want (ie owner name)

Don't show this field on any page layouts, but use it in the mail merge.

 

This won't solve the problem of related list merge, any ideas there would be appreciated!

SFDummySFDummy

I am facing same problem 

Create mail merge template with account fields.  Want to show the contacts list

 

Any suggestions on how you achieved this?

 

Thanks