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prati@salesforce Need help with mail merge
Hi folks,
Here is my scenario,
I would like to have a button whoch would open a word document with some pre populatyed field from the object and also allow them to enter some additional information which allows them to save it to their system as well as salesforce. I considered using mail merge templates but I am not sure if this is the right approach. Here is my custom link but it doesnt work.
/mail/mmchoose.jsp?save=1&p7=0&p8="&MailMergeTemplateId&"&id="&{!Object.Id}&"&1="&ObejectName& "&retURL="&{!Object.Id}
Please give me a suggestion or whats wrong with my above link.
Thank you
Here is my scenario,
I would like to have a button whoch would open a word document with some pre populatyed field from the object and also allow them to enter some additional information which allows them to save it to their system as well as salesforce. I considered using mail merge templates but I am not sure if this is the right approach. Here is my custom link but it doesnt work.
/mail/mmchoose.jsp?save=1&p7=0&p8="&MailMergeTemplateId&"&id="&{!Object.Id}&"&1="&ObejectName& "&retURL="&{!Object.Id}
Please give me a suggestion or whats wrong with my above link.
Thank you
Please check with the knowledge article below from the success community which might help you.
- https://success.salesforce.com/answers?id=90630000000gmq3AAA
Hope this helps.Best Regards,
Nagendra.P