Hi,
I'm using the native extended mailmerge? (the mailmerge button) to merge donation information into a word letter and have it sent to the user. I even got it to run through a custom link inside Lightning! but is there ANY way to set up an automated process to automatically "Log a call" that a mail merge was done? a workflow? a process builder?? has anyone been able to do this without resorting to a 3rd party app? thanks for any thoughts!! 🙂
5 answers
Hi Naomi - Your post is a few years old now, but I am interested to learn how you did the mail merge to MS Word template/doc in SF Lightning. Are you able to paste the code in the custom link you say you got to work inside Lightning....if possible please. cheers
