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Ken Fernandes Simple mail-merge in Salesforce
Hi all,
I already have a button on the Contract page layout that extracts a file (uploaded to Salesforce) with a certain name and allows the user to download or preview said file.
My requirement is pretty straight-forward. I need to retrieve values from current Contract object and merge them at various locations in the extracted file. I am already able to retrieve these values, but am unable to get the mail-merge to work. I explored various options online and found a plethora of apps like DocuSign, Adobe Sign, S-Docs, etc. available for this purpose, but was hoping to use something native to Salesforce itself if possible since I am not doing any major formatting etc. with the data but simply inserting it into my file before displaying or emailing the final output to users.
Note: I already found 2 options in Salesforce for this purpose viz. single file mail-merge but this has been retired effective Feb '19 and extended mass mail-merge (which is an overkill for me anyway), but this is available only for account, contact and lead objects for some reason.
Any help here would be highly appreciated.
Best,
~Ken
I already have a button on the Contract page layout that extracts a file (uploaded to Salesforce) with a certain name and allows the user to download or preview said file.
My requirement is pretty straight-forward. I need to retrieve values from current Contract object and merge them at various locations in the extracted file. I am already able to retrieve these values, but am unable to get the mail-merge to work. I explored various options online and found a plethora of apps like DocuSign, Adobe Sign, S-Docs, etc. available for this purpose, but was hoping to use something native to Salesforce itself if possible since I am not doing any major formatting etc. with the data but simply inserting it into my file before displaying or emailing the final output to users.
Note: I already found 2 options in Salesforce for this purpose viz. single file mail-merge but this has been retired effective Feb '19 and extended mass mail-merge (which is an overkill for me anyway), but this is available only for account, contact and lead objects for some reason.
Any help here would be highly appreciated.
Best,
~Ken
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