Notes from November 2007 Meeting (at EXCOM Education Centre)
In this session I talked about Conga Merge (PowerPoint presentation - 506KB), a pay-for app that provides "A solution to merging across multiple Salesforce objects (and other stuff)". Conga Merge allows you to do the things you want to do with Mail Merge but can't. The product is well implemented and the support is excellent, usually same day response.
I wanted to be able to generate a form (Microsoft Word) by drawing data from data the Account Record, a linked Contact record (one with a specific role), the logged on user, a linked Contract record and two linked custom objects. This would not be possible with Salesforce merge, but Conga Merge gets the job done. It can also merge to Excel or Acrobat Reader formats.
Conga Merge can streamline routine mail merge and is advertised as being suitable for Custom quotes, proposals, account plans and more from any custom object and multiple related lists - as little as one click to print, attachment or email
Licensing is per Conga Merge user. If you need to go beyond Salesforce Merge, give it a try. It's rated with 5 stars on the AppExchange.
Cheers.
