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ericmonteericmonte 

Mail Merge and Attachments

So is it possible to create a mail merge document and save it into the Attachment Object for the Lead Record?

 

I was thinking of creating a button and mail merge using the mail merge template, then save the document into the attachment. In my head I know it is possible, but wanted to see if anyone have done this before? I am open to creating APEX as long as i limit the amount of hard code values.

 

Let me know if anyone has an idea.

 

Thanks