First you pick the Object on the left pane, then any of the fields available on that Object from the right pane:įor example if you wanted to insert the Billing City into this sentence, you would highlight the words Billing City and then use the wizard to insert the mail merge field so it would look like this:įor example if you wanted to insert the Billing City into this sentence, you would highlight the words «ACCOUNT_BILLINGCITY» and then use the wizard to insert the mail merge field so it would look like this… You will then see a field picker interface. Once logged in, if you go to the Salesforce menu, you can now select fields that will be used to merge Salesforce data into your Word Document: Basically, if your password is “myPassword” and your security token is “XXXXXXX”, you will enter “myPasswordXXXXXXX” into the password window. How to set up mail merge template how to#You’ll receive an email with the Token and instruction on how to use the token. To get your security token you’ll need to go to Setup > Personal Setup > My Personal Information > Reset My Security TokenĬheck the email account associated with your account.
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