Gather Salesforce Data for Mail Merge Solutions
In Conga Mail Merge, you have several choices for searching Salesforce data. You can:
- Enter search criteria for Contacts, Leads, or Accounts
- Select a Campaign
- Select a Salesforce Report
Contacts/Leads/Accounts
If you search for Contacts, Leads, or Accounts, Conga Mail Merge retrieves the desired records and makes all fields on those records available for merging.
Campaigns
If you select a Campaign, Conga Mail Merge retrieves all Contacts and Leads associated with the Campaign and likewise makes all fields on those records available for merging.
Reports
If you select a Salesforce Report as the data source, the fields available for merging depend, in part, on the columns defined in the Report. In the next section, we’ll examine several possible scenarios for defining a Report for use with Conga Mail Merge.
Searching for objects
How do I search for objects other than Contacts, Leads, or Accounts?
To access objects other than Contacts, Leads or Accounts, use a Salesforce Report. In doing so, you can access virtually any information in Salesforce. You can find more information about using Reports with Conga Mail Merge in the next section.
