Mail Merge in Custom Object

Question

So we use the Professional edition.  I have created a new custom object called "Product Evaluation" and is a related list within Account.  I have three fields within this object, e.g. Product, Start Date, and End Date which we use to track what products are out on demo.  In addition to logging this information into Salesforce, the user also has to create a Product Evaluation agreement form which is a Word document. What I like to accomplish, if for them to update Salesforce, then select a Mail Merge button that would populate the proper fields in the Word document.  How would I accomplish this feat?

David Hales · Answer

Hi Dave,

Please open below link that may be help you to resolve you query:

https://help.salesforce.com/articleView?id=mailmerge_mass.htm&type=0

Thanks & Regards,

David Hales

KSPL (1071)

Mail Merge in Custom Object

Data Management

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