Creating Mail Merge Templates

[KC_Northland]

Anyone have a listing of the "proper" Salesforce.com mailmerge fields? I have read the help section on this subject three times and I still am not able to get there. Thanks.

[MSO-SF USER]

Have you tried using the office connect tool with MS Word? Once you login, you should be able to pick from the list of fields you have in SF.

[KC_Northland]

Got it.

It ended up being fairly simple. In the case of Outlook (another Office program), I had to go into Outlook, select Tools, then Salesforce Options. In the General tab, you have to paste your Salesforce Security Token onto the end of your Password in this screen. The token was sent originally by Salesforce by email when I first logged in from my PC. Once that's entered, click "Verify" and you should be ok.

Thanks.

[aabrego]

Hi everyone,

Where do I find  the "office connect tool with MS Word"??

Is there a place where i can download it?

Is It some kind of utility software that salesforce.com provides or is it developed by other company ??

I have googled it but i can´t find it! 

Your help is aprecciated!

Thanks

[Peanutman]

Hi Aabrego,

In case you have not found it yet -

Go to Setup.

On the left side, under Personal Setup, go to Desktop Integration and choose Connect for Office.

Good Luck,

Eric

[RyanRSales]

Anyone have a suggestion for those of us on Mac?  I'm finding it problematic to get the proper fields, etc.