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Topics#Sales And MarketingMarcia Edlefsen 的问题
Marcia Edlefsen 提问于 #Sales And Marketing
2012年2月16日 00:27

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
1 个回答
  1. Sai T (Raleigh Developer Group)
    9月22日 16:23

    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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