Thanks, Paul. I've been away for a bit.
There is a LO connector for SF, but AFAIK that connector won't make a
merge document work within the broader Force.com platform. But this may
be worth looking into further. I'm still stuck on creating the document
with next record and next page fields to make it actually function as a
merge document.
Carl
On 8/15/13 10:29 AM, Paul D. Mirowsky wrote:
I am not an expert, but I do have a question.
Does "Salesforce" have a database connector that will allow you to use
LibreOffice Base as an intermediary to your Writer document?
Paul
On 8/14/2013 1:35 PM, Carl Paulsen wrote:
I'm trying to create mail merge documents that contain merge fields
for a document that can't connect directly to the data source. That
source (Salesforce) can read the documents if the field names are
correctly entered. I can type the field names in manually, but I
can't figure out how to generate a label merge document that will work.
The mail merge wizard doesn't seemingly allow users to generate label
merges (options are letter and email). And I can't find a way to
generate a merge document manually without using the wizard. I see
no menu items for mail merge steps (I can find the insert field tool,
but that's it - no tool to allow me to switch between merge fields
and merged data without going into the wizard).
I've tried starting with New->Labels, then choosing the correct label
type and clicking New Document (I can't connect to the database, so
can't enter the merge fields in the dialog). I can then type in
merge fields as Salesforce wants to see them, but I can't figure out
how to make it a merge document with the "next record" and "next
page" items. In Insert->Fields there is a Next Record option but
it's only available when there's a database connected.
Finally, I've been through a lot of documentation so if there's a
good mail merge document online, that might be enough.
--
Carl Paulsen
8 Hamilton Street
Dover, NH 03820
(603) 749-2310
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