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Comments on: Salesforce.com Mail Merge, Part II: “Word made me do it…” http://sfdc-heretic.warped-minds.com/2006/04/18/salesforcecom-mail-marge-part-ii-word-made-me-do-it/ The Salesforce Heretic - Pushing the limits of On-Demand CRM Tue, 26 Sep 2017 10:47:09 +0000 http://wordpress.org/?v=2.0.4 by: Chris Hopkins http://sfdc-heretic.warped-minds.com/2006/04/18/salesforcecom-mail-marge-part-ii-word-made-me-do-it/#comment-21 Wed, 19 Apr 2006 06:33:16 +0000 http://sfdc-heretic.warped-minds.com/2006/04/18/salesforcecom-mail-marge-part-ii-word-made-me-do-it/#comment-21 Sadly, the new merge is still activex based so IE/windows only. That said it still covers 90 percent of our users… Anyway, the new bits allow you to: Override the entire merge process (you get all the ids etc) Use your own com object to either modify/intercept the data source before the merge but still use the standard merge template generation component Use your own com object to generate the final doc (you get the path to the data and path to the template) Lastly the code is much easier to script. You can also specify to auto save the results, which are now stored in a folder off the desktop (sub folder name can also be controlled) I’m planning on a component that will combine the current search and replace code (which is slow and can be hard to format) with native word merge functionality. The trick is to correctly modify the data source and the template to support dynamic, nested datasets (line items for example). I know what to do but finding the time is always a struggle. If anyone is interested, I have an open source c# build of the system that is a good starting point for writing your own merge components Out of the box it generates a merge data source from the api (which can be tricky) and has a ui to do a bulk merge/manage bulk merge results (works offline as well) It’s not an official salesforce product though, so there is no support Deprecated: preg_replace(): The /e modifier is deprecated, use preg_replace_callback instead in /home/warped/public_html/sfdc-heretic/wp-content/plugins/codesnippet/codesnippet.php on line 260

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Sadly, the new merge is still activex based so IE/windows only.

That said it still covers 90 percent of our users…

Anyway, the new bits allow you to:

Override the entire merge process (you get all the ids etc)

Use your own com object to either modify/intercept the data source before the merge but still use the standard merge template generation component

Use your own com object to generate the final doc (you get the path to the data and path to the template)

Lastly the code is much easier to script. You can also specify to auto save the results, which are now stored in a folder off the desktop (sub folder name can also be controlled)

I’m planning on a component that will combine the current search and replace code (which is slow and can be hard to format) with native word merge functionality. The trick is to correctly modify the data source and the template to support dynamic, nested datasets (line items for example). I know what to do but finding the time is always a struggle.

If anyone is interested, I have an open source c# build of the system that is a good starting point for writing your own merge components
Out of the box it generates a merge data source from the api (which can be tricky) and has a ui to do a bulk merge/manage bulk merge results (works offline as well)
It’s not an official salesforce product though, so there is no support

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by: heretic http://sfdc-heretic.warped-minds.com/2006/04/18/salesforcecom-mail-marge-part-ii-word-made-me-do-it/#comment-16 Tue, 18 Apr 2006 17:52:37 +0000 http://sfdc-heretic.warped-minds.com/2006/04/18/salesforcecom-mail-marge-part-ii-word-made-me-do-it/#comment-16 Just a quick comment to those reading Part II - Chris Hopkins over at SFDC posted <a rel="nofollow" href="http://sfdc-heretic.warped-minds.com/2006/04/14/mail-merge-the-third-rail-of-salesforcecom/#comment-14"> this comment</a> regarding the current state of Mail Marge. I'm quite interested to see the plugin architecture and to see if it's done in a browser-agnostic way. Regardless I may hold back Part III (already written) as parts of it may be changing with the update on Friday. Deprecated: preg_replace(): The /e modifier is deprecated, use preg_replace_callback instead in /home/warped/public_html/sfdc-heretic/wp-content/plugins/codesnippet/codesnippet.php on line 260

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Just a quick comment to those reading Part II - Chris Hopkins over at SFDC posted this comment regarding the current state of Mail Marge.

I’m quite interested to see the plugin architecture and to see if it’s done in a browser-agnostic way. Regardless I may hold back Part III (already written) as parts of it may be changing with the update on Friday.

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