An outline of this approach can be found at: Ĭonversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. When a user creates an Account Plan, you want it to include the same boilerplate content for every account. Alternatively, click New Document, open the Data Sources window above the envelope template, then drag the data source headings into the Addressee. For example, you want to use a document to store an Account Plan for each account. For some worked examples, see the attachments to the posts at:Īnother option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. Use templates to prepopulate documents with content that’s specific to the Salesforce record they’re embedded in. Examples include: Invoices / Invoice Lines Football Clubs. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. Simply point Word at your header data as usual, then point Mail Merge Tables at your line data. Do read the tutorial before trying to use the mailmerge document included with it.ĭepending on what you're trying to achieve, the field coding for this can be complex. Microsoft Word has a feature where you place template input within a document and use it to pull data to generate several of the same content for multiple. The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at: You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version).
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