+ Start a Discussion
MichaelpMichaelp 

Many to Many

I have a task to create a work document form Salesforce.

The issue is the objects that need to go into the Word document are Many to Many and for mail merge to work all object must relate to the Account Object.

 

So I have

 

Account with the related object called locations and one Account may have many locations

Each location may have many buildings

Each building may have many Desks.

 

I think the answer is a Vforce page to bring all of these things together so an Account owner can create a new location by clicking on a button on the account screen and complete the building fields and desk fileds as related lists.

 

Any suggestions on how to link them all together into mail merge (as photos will need to be added out side of salesforce)

 

I have no code ability so any direction would be greatly appreciated