To add a field to a document, click the Insert tab and in the Text group and click the Quick Parts button. IF statements allow you to compare two values and display document content based on the result of the comparison. Challenge To use Mail Merge: Open an existing Word document or create a new one.
Specify the conditions in the Set Conditions popup.
This is typically used to generate and print bulk mailing labels for names and addresses of clients or other contacts. This is most easily done by hitting Alt+F9 (it's a toggle, so hit Alt+F9 to turn off again later).
Locate the field you’d like to use and copy the column header to the Switch to Word and move to the location where you’d like the merge field. Below is a list of some of some handy parameters that can give you a good base and help you meet some of your initial business needs: DefaultPDF – Generally speaking with Conga Composer, you have the option to export or email a document in Word or PDF format.Copy and paste the following code at the END of the ‘Field codes’ text box. If you have not already done this, type the text that you want to appear in every form letter in the main document. Launching a Conga Invoice Generation for Salesforce Billing solution Retrieving Salesforce data Accessing Template Builder to create merge fields Completed merges through the Conga Trigger endpoint Completed merges through the Conga Batch endpoint. Add the Merge Fields to the Excel Template.
