Re: [libreoffice-users] More mail merge help needed

Yes, that's the way I was working at this.  But I realize there may be 
other approaches.  Still, it made me wonder about hand-generating mail 
merge documents even without Salesforce, which is also something I'd 
like to understand how to do.

I occasionally get questions about spreadsheets, text documents, mail 
merges and the like, and where possible I extol the virtues of LO (I 
personally don't use MSO but may end up needing to if I can't figure out 
the mail merge/Salesforce issue).  So any learning I can do on mail 
merges will help me be more convincing.

I also act as a consultant to non-profits for Salesforce and simple mail 
merges are a key concern.  Salesforce has it's own weaknesses in that 
realm, but it's what I/we are stuck with.   I'm working on learning all 
I can about it so I can speak with authority on more than just MSO.

Thanks,
Carl



On 8/22/13 10:21 PM, Steve Edmonds wrote:
> Hi.
> Are you wanting to upload this document as a template for a SF 
> extended mail merge.
> Do you need this document in .doc format (seems so from my quick look 
> at SF instructions).
> Steve
>
> On 2013-08-23 13:48, Carl Paulsen wrote:
> > 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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