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Deepakn12 Getting related data in mail merge
It looks like there are very few peoples working on mail merge. For my last post also no one did reply.
I hope this time some one would reply.
I am designing a mail merge template based on a custom object called 'Quote'.
I am being able to provide correct merge field name for Quote's field, but I am having tough time when it comes to related field.
Lets say I want to use merge field for Quote's owner email id. There is a lookup field on Quote called 'Owner'.
Now I need to know how should be the merge field for getting owner email id. If we need to get owner name then we can do
as follows.
'Quote_Owner'.
If we generate document based on this template we will get owner name in place of merge field.
And one more issue I have. I want to display related list data.
I couldnt find much help on this anywhere else.
It would be great if some one can help me in this regard.
I just want to know that what is the standard used for giving name for merged field for differenet types of sfdc object fields.
Thanks.
Deepak