Conga Mail Merge - Using a Salesforce Report for a Label in a Word Template
When using fields from a Salesforce Report to populate your label template for Conga Mail Merge, follow these best practices.
The report should have the master object ID field in the far right column. When the ID is placed in far left column or anywhere in the middle, all of the field columns after it are renamed which can cause errors in the merge process.
If you need a combination of Master fields and report fields on your label, add the Master fields to this report (unlike other Conga Mail Merge or Conga Composer processes, labels only support fields from one data source - either Master or report, not both). This report must be saved in the reports folder, Conga Reports, that was installed with the Conga Mail Merge app.
DO NOT use TableStart or TableEnd fields in your Word template, only the merge fields should be present. Click Update Labels anytime you make changes to the top left label.
Upload the Word template into Conga Templates. Note: When using a label with report data, you will not be able to merge from a local template; you must use the template from Conga Templates.
Template Type
Must be set to Label
Label Template: Use Detail Data
Must be checked
In the Conga Mail Merge wizard, select:
- Select Labels.
- Select the report you built.
- Choose a label template from Salesforce.com and click the template you uploaded.
- Click the Labels button to download your output labels.
When using label templates in Conga QuickMerge Links, follow the same instructions as above and also paste the Conga Template ID (as it appears in the Salesforce URL on the Conga Templates record) into the Label Template Id field.