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"Mail Merge" into Excel Spreadsheet
Most businesses use Microsoft Excel, financial institutions rely heavily upon it. Wouldn't it be great if you could do this:
1. Create an Excel spreadsheet on your desktop, using markers like "<opportunity>" in fields
2. Upload the spreadsheet into Salesforce
3. Open any opportunity and do a "Mail Merge" merging the Salesforce data neatly into the spreadsheet.
This facility could be made available on all fields of all objects. It would make it very easy to create our own analysis sheets, including data directly from Salesforce without the complexity of the API and web services.
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ollie123 10/02/07 |
So the idea here is that we can add fields to Excel like "Opportunity.Amount" and when we click the merge button on an opportunity, the spreadsheet loads with the Amount figure showing in that cell. We can therefore create highly complex analysis sheets using data from Salesforce objects, through an immensely simple integration process. I've seen this done with other vendors, used it in practice, and it works VERY well indeed, especially for financial analysis that you couldn't hope to do in Salesforce. |
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ceffendy 09/03/08 |
this is really our urgent need at the moment. |
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mobileshopsales 10/09/08 |
I agree completely!!!! We are currently using MS Word for our quote creation through Salesforce's mail merge and it just does not seeem to do a whole lot for us. The margins tend to be off, and the document just does not look very professional. It would be amazing if we could mail merge into Excel. I too have seen it done with other vendors, and the documents would look much more professional! Let's hope that Salesforce gets on the ball with this and turns this around soon |
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drawloopsupport 11/14/08 |
Problem solved using LOOP Merge. 30+ Salesforce Ideas Addressed |
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