Using Mail Merge in Salesforce CRM - What Are My Options?
Using Mail Merge in Salesforce CRM - What Are My Options?
- Jodie Miners
Owned by Jodie Miners
Last updated: Apr 18, 2014Version comment
Creating nice looking documents from data within Salesforce CRM is attainable however the options are aplenty. 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. This post is dedicated to explaining the different options available…
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