Pros: A good option for MS Word power users, doesn’t require any admin setup in Salesforce.Only current object accessible fields are available for merging. Cons: Must be activated by Salesforce support upon request.Pros: Good for mass mail merges, available on all Salesforce CRM editions, merges up to 1000 records and sends the results to your email as a zip archive.Only current object accessible fields are available for merging. Requires some setup. Only works on Windows XP & Vista (32-bit only). Cons: Only works with Internet Explorer and Office 2007 or older files.Pros: Good for single mail merges, included for all Salesforce CRM editions, Connect for Office app is available to help with merge fields in Word & Excel.This post is dedicated to explaining the different options available and the pros and cons of each.ġ) The native Salesforce Mail Merge button
Currently, your mail merge options include: 1) native Salesforce mail merge button, 2) Salesforce extended mail merge, 3) Salesforce bulk mail merge, 4) Conga Composer, and 5) Drawloop. Creating nice looking documents from data within Salesforce CRM is attainable however the options are aplenty.
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