![]() Step through the resulting popup window.Run the report, and click the "Merge/Mail" button in the report's tool bar.If sending an email, set up an email template containing place-holder merge fields which will be replaced with the actual data values.For example, if you are sending a summary letter containingĪ Contact's name, address, email and total opportunity value, you create an Apsona report on the Opportunity Contact Role object containing all the neededįields from the Contact object and the sum of the Amount values from the Opportunity object. Create a report containing all the fields you would like to include in your email or document.To generate documents or send email from a report, you would: Salesforce objects are supported as data sources. Only Apsona single-step reports, Apsona multi-step reports, and You cannot use Salesforce reports as data sources for merge actions. Sidebar link in Salesforce), or you want the documents generated in a specific order (e.g., by the zip code value), or you want to include either calculatedįields or fields from multiple objects, you would use either a report or a multi-step report. If you want to hard-wire the filtering conditions into the merge action (e.g., when you want to run the action from a button or a Partners and another for customers, using the same merge, with two different filters - one for partners and the other for customers. you wish to filter the data records from the object each time you run the merge, e.g., you create the merge once, and then produce a batch of documents for.the sort order in which the documents are generated doesn't matter and.all the merge fields you need are available in that object e.g., you do not need any calculated fields such as sums, averages, or custom calculations.The data source can be a Salesforce object (such as Contact, Lead, Account, or a custom object), orĪn Apsona report or multi-step report. The data source is where the merge data comes from. And if you are generatingĮ-mail, you will use a Salesforce email template created via Setup - Communication Templates - Email Templates in Salesforce. In either of those cases, you would store the template in your Salesforce Document object. If you are generating Word or PDF documents, the template will be just a plain old Word. To use the merge tool, you will need to (a) create a template that specifies the layout of the generated output, and (b) identify the data source that will be used to ![]() To see how this is done, please lookĪt the documentation about Apsona configurations. ![]() If you are not an administrator, make sure that your Apsona configuration includes access to the Document object in Salesforce. ![]() xlsx spreadsheets Generating email messages Prerequisites Outbound email the Word documents you have created using the Word merge feature. You can useĪpsona's filtering features to select just the premium partners whom you wish to target, generate the emails and send them off. With Email merge, you can create custom email templates in your Salesforce system.The result is a complete report with all the power of Excel combined with your Reporting and data extraction features to populate the fields of the template. Create an Excel template laid out exactly the way you want, and use Apsona's Including dashboards, visually pleasing charts and informative pivot tables. With Excel merge, you can harness the power of Excel for creating spreadsheets with multiple tabs,.Or you can produce multiple Word documents, one for each partner. You can produce a single Wordĭocument containing multiple pages, one for each partner's information. With Word merge, you can create a template document for your top partners, listing each partner'sĬontact information, the list of products they sold in the last year, and the list of opportunities they have currently open.It enables you to create pretty-looking Word and Excel documents containingĭata extracted from your Salesforce database. Apsona's merge tool offers Excel merge, Word merge and Email merge in a single package.
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