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Rafal buch
how to mail merge using using the API
Hello,
I use the SF API to query for distribution lists, contacts, and mail templates to provide custom mass mail capability.
The next step is to add support for personalization, ie: Hello {!Contact.Name} or {!Lead.Name} or {!User.Name}.
I found connection.Merge(mergeRequest[]) method, but not quite sure if this is what I am looking for, and google is not giving me anything obvious so far.
Can you steer me in the right direction?
I want to take a email template, and merge in contact, user etc information, and get a personalized email template string back, so I could pass it to my custom mail program.
thanks!
I use the SF API to query for distribution lists, contacts, and mail templates to provide custom mass mail capability.
The next step is to add support for personalization, ie: Hello {!Contact.Name} or {!Lead.Name} or {!User.Name}.
I found connection.Merge(mergeRequest[]) method, but not quite sure if this is what I am looking for, and google is not giving me anything obvious so far.
Can you steer me in the right direction?
I want to take a email template, and merge in contact, user etc information, and get a personalized email template string back, so I could pass it to my custom mail program.
thanks!
I am using email templates, and already sending emails using those templates. I need to figure out how to I can perform the mail merge _within my program_
sorry i am not sure what you are talking about.. Here are my application steps
1. Retrieve templates using SF api
2. retrieve distribution lists using SF api
3. retrieve contacts (based on selected distribution list by user) using SF api
4. email each contact the contents of the email template (using my custom application)
Each retrieved template gives me a string of the contents html. That string includes text such as {!Contact.Name}. I need a way to replace that with an actual name of a contact.
This is the part I need to do programmatically right now.