Field Names Available in Mail Merge
An essential tool in the development of Conga Mail Merge solutions is the View Data button. The View Data button is located at the lower-right corner of the third step of the Conga Mail Merge wizard.
To generate a View Data workbook:
- Click the Conga Mail Merge Tab in Salesforce.
- Select the type of document you want to create.
- Enter your selection criteria or select a Salesforce Report as your data source.
- Scroll to the bottom of the page and click the bottom labeled View Data.
Conga Mail Merge assembles the data and presents it in an Excel workbook. Each dataset comprises a sheet within the workbook.
Locate fields quickly within the View Data workbook by using Excel’s Find command, Use it to look for known field values, thus revealing the Salesforce field name. Then click the column header and copy it to the clipboard so you can use it when creating a field in your template.
Since Conga Composer displays data across several sheets, when using Excel’s Find command, you can search the entire workbook.
If Opportunities are your Master Objects, Conga Mail Merge automatically makes the Opportunity Line Items available for merging on the OppLineItems sheet.
Excel displays up to 256 columns in a sheet. If your dataset has more than 256 columns, it is represented on multiple sheets in the View Data workbook.
