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AudraNYC
Including Opportunity Territory in Mail Merge document
There doesn't seem to be a way to include Territory, whether Account Territory or Opportunity Territory in a mail merge template. Does anyone know if there is a way to call it without using the field selector in the Salesforce Word Add-In? I've tried the following combinations, and strangely enough, it actually just returns the Account ID for the opportunity.
Audra
- «OPPORTUNITY_TERRITORY_NAME»
- «OPPORTUNITY_TERRITORY »
- «OPPORTUNITY_TERRITORY_ID »
- « TERRITORY_NAME»
Audra