- As part of their daily function, staff in our organization would frequently like to create invitation letters to various meetings and events and send them (as a word/PDF) to several contacts they select from Salesforce. for reasons of protocol, they have to be documents (formal letters) and not emails.
- Selecting the appropriate contacts through SalesForce and running the bulk mail merge facility is easy enough, but each invitation letter created is different and I (as an administrator) don't want to be bound to having to upload a separate mail merge template each and every time a user wishes to perform a bulk mail merge for their specific event.
How can our staff have access to mail merge in such a way that they can freely write specific invitation letter templates and merge them with Salesforce contact data - using the bulk mail merge facility?
1 réponse
You should try looking at Conga Composer off appexchange. It has easier to use bulk word merge capabilities, though it costs. Try the 30day trial at least.
