Has anyone seen any reference in Salesforce on how to automate a mail merge, or succesfully coded this? For example, on creation of an object, I would like to automatically create a document containing record information.
I know I can code this on our back end through vb.net and then post that doc to SF as an attachment....just wondering what can be done in Salesforce either through the Web API, Workflow, etc.
Has anyone seen any reference in Salesforce on how to automate a mail merge, or succesfully coded this? For example, on creation of an object, I would like to automatically create a document containing record information.
I know I can code this on our back end through vb.net and then post that doc to SF as an attachment....just wondering what can be done in Salesforce either through the Web API, Workflow, etc.
Has anyone seen any reference in Salesforce on how to automate a mail merge, or succesfully coded this? For example, on creation of an object, I would like to automatically create a document containing record information.
I know I can code this on our back end through vb.net and then post that doc to SF as an attachment....just wondering what can be done in Salesforce either through the Web API, Workflow, etc.
Has anyone seen any reference in Salesforce on how to automate a mail merge, or succesfully coded this? For example, on creation of an object, I would like to automatically create a document containing record information.
I know I can code this on our back end through vb.net and then post that doc to SF as an attachment....just wondering what can be done in Salesforce either through the Web API, Workflow, etc.
Has anyone seen any reference in Salesforce on how to automate a mail merge, or succesfully coded this? For example, on creation of an object, I would like to automatically create a document containing record information.
I know I can code this on our back end through vb.net and then post that doc to SF as an attachment....just wondering what can be done in Salesforce either through the Web API, Workflow, etc.
