After configuring Mail Merge to retrieve the desired data from Salesforce, your next task is to create a merge template using Microsoft Word.
Conga Mail Merge supports Word templates only.
Refer to the following resources for information on creating Mail Merge Word templates:
After creating your Mail Merge Word template, you may store your template in any of three locations:
- The Salesforce template repository
- The Conga Template Manager
- Your local hard drive or network drive
We recommend you store your templates in the Conga Template Manager to make it easily accessible from the Mail Merge wizard. Text-based Merge Fields DO NOT work with Mail Merge.