Hi.
Are you wanting to upload this document as a template for a SF extended
mail merge.
Do you need this document in .doc format (seems so from my quick look at
SF instructions).
Steve
On 2013-08-23 13:48, Carl Paulsen wrote:
Thanks, Paul. I've been away for a bit.
There is a LO connector for SF, but AFAIK that connector won't make a
merge document work within the broader Force.com platform. But this
may be worth looking into further. I'm still stuck on creating the
document with next record and next page fields to make it actually
function as a merge document.
Carl
On 8/15/13 10:29 AM, Paul D. Mirowsky wrote:
I am not an expert, but I do have a question.
Does "Salesforce" have a database connector that will allow you to
use LibreOffice Base as an intermediary to your Writer document?
Paul
On 8/14/2013 1:35 PM, Carl Paulsen wrote:
I'm trying to create mail merge documents that contain merge fields
for a document that can't connect directly to the data source. That
source (Salesforce) can read the documents if the field names are
correctly entered. I can type the field names in manually, but I
can't figure out how to generate a label merge document that will work.
The mail merge wizard doesn't seemingly allow users to generate
label merges (options are letter and email). And I can't find a way
to generate a merge document manually without using the wizard. I
see no menu items for mail merge steps (I can find the insert field
tool, but that's it - no tool to allow me to switch between merge
fields and merged data without going into the wizard).
I've tried starting with New->Labels, then choosing the correct
label type and clicking New Document (I can't connect to the
database, so can't enter the merge fields in the dialog). I can
then type in merge fields as Salesforce wants to see them, but I
can't figure out how to make it a merge document with the "next
record" and "next page" items. In Insert->Fields there is a Next
Record option but it's only available when there's a database
connected.
Finally, I've been through a lot of documentation so if there's a
good mail merge document online, that might be enough.
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