function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
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