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Topics#Sales And MarketingMarcia Edlefsen의 질문
Marcia Edlefsen 님이 #Sales And Marketing에 질문했습니다
2012년 2월 16일 오전 12:27

Having trouble conducting mail merge with Word form fields

We have set up Mail Merge templates (Word format set up with form fill) in SFDC. The original Word document is protected to prevent edits and allows you to tab from form field to form field. However, when you use the Mail Merge functionality in SFDC, it appears to remove the protection and ability to tab between fields. You can edit the entire document.

 

Does anyone know of a way to lock this down and retain the protections when using Mail Merge in SFDC?

 

Thank you
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  1. Sai T (Raleigh Developer Group)
    9월 22일 오후 4:23

    Hi Marcia,

    This may be related to how Salesforce's Mail Merge process generates the Word document. The protection settings in the original Word template are not necessarily preserved when Salesforce creates the merged document. 

     

    Could you provide the Salesforce edition/version and the type of Word form fields/protection you're using (for example, legacy form fields vs. content controls)? That would help determine whether there is a supported configuration to preserve the protection. 

     

    If the protection is consistently being removed by the Mail Merge process despite the template being configured correctly, it may be worth opening a Salesforce Support case to confirm whether this is a known limitation of the Mail Merge functionality. 

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