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Topics#Desktop IntegrationQuestion de Dave Meixell
Dave Meixell (Partner Tech) a posé une question dans #Desktop Integration
24 sept. 2017, 23:37

What's the work-around for "Connect for Office"?

I am trying to complete a Mail Merge template in Salesforce, and it suggests to use Connect for Office.  However, it only supports Word 2003 or 2007, and I'm using Word 2016.  And it looks like Salesforce is no longer supporting Connect for Office.  

 

So how can I create a Mail Merge template in the meantime?
2 réponses
  1. Shakti Singh (Salesforce)
    25 sept. 2017, 04:28
    Hi Dave,

     

    Salesforce ended support for Standard Mail Merge and Connect for Office on March 4, 2017. This change means that Salesforce no longer provides support or maintenance when there is an issue with those products. To let sales reps continue running mail merges with Salesforce data, migrate your sales reps to Extended Mail Merge.

     

    To make Extended Mail Merge available

     

    1. Click Setup.

     

    2. Select Customize | User Interface.

     

    3. Under 'Advanced' select Activate Extended Mail Merge.

     

    4. Click Save.

     

    Extended Mail Merge overview: https://help.salesforce.com/apex/HTViewSolution?urlname=Extended-Mail-Merge-features-1327108643069&language=en_US

     

    Uploading Mail Merge Templates to Salesforce: https://help.salesforce.com/articleView?id=adding_mail_merge_templates.htm&type=5 (http:// https://help.salesforce.com/articleView?id=adding_mail_merge_templates.htm&type=5)

     

     Guidelines for Uploading Mail Merge Templates: https://resources.docs.salesforce.com/210/latest/en-us/sfdc/pdf/salesforce_mailmerge_upload_guidelines.pdf (http:// https://resources.docs.salesforce.com/210/latest/en-us/sfdc/pdf/salesforce_mailmerge_upload_guidelines.pdf)

     

    Thanks!
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