Posts Tagged ‘Salesforce Mail Merge’

SFDC_mail_merge

Tired of Salesforce Mail Merge Limitations?

Feb 23

We have received lots of inquiries about whether our dynamic document creation service within Salesforce.com can merge to Office 2010 documents – primarily Word 2010. The answer is Yes. LOOP Document Services can provide dynamic merge and packaging of documents to any version of Microsoft Office documents (Word, Excel and PowerPoint) work in any operating [...]

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Firmex

Firmex Goes Beyond Salesforce.com Merge

Apr 28

Firmex was built to make complex collaborative challenges streamlined, organized and secure. Their products enable clients to securely share large volumes of highly confidential and sensitive documents for commercial and financial transactions, litigation, clinical studies, procurement and regulatory compliance. When Firmex started with Salesforce.com, they deployed and used the native Salesforce Mail Merge functionality for [...]

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salesforce-idea-exchange

30+ Salesforce Ideas Addressed

Nov 14

LOOP Document Services 3.0 went live on AppExchange today. As an active user of Salesforce, we often find ourselves looking for help within the Salesforce community or posting feature requests on the Salesforce Idea Exchange. While participating in this amazing community, we kept seeing ideas shared that related to documents (our expertise). Those ideas presented [...]

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Dynamic Document Merge, Document Creation Service for Salesforce.com and Force.com