A related question, which may help me figure out what I need, is how
does one manually work through a mail merge? I only see the wizard, but
what if I've already created a document and just want to change a few
fields? I don't want to have to enter a wizard and work through the
entire thing just to edit that document. That function might also allow
me to hand-enter field names for this merge document.
Carl
On 8/12/13 4:12 PM, Carl Paulsen wrote:
Hi all,
I need to create a mail merge that will, I hope, be used with
Salesforce for mail merge communications. I need to create a document
with manually entered merge fields where the source database has not
(and probably can not - at least with my current skills) be registered
with LibreOffice. Salesforce is a web-based database service that has
strict limits on connections outside of web browsers.
In short, what I'd like to do is create mailing labels, type in the
merge fields as they need to be typed (to work with Salesforce), then
save and upload the document. I can't find any way to do this. Is
there a way? Also, Salesforce provides some templates for the merges
and I can see what I need to do, but the fields they provide in their
templates are not relevant to what I need, and I can't replace their
merge fields with the ones I do need.
Thanks.
--
Carl Paulsen
Dover, NH 03820
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