Ready to Generate Letters, Envelopes & Labels?

Follow these two easy steps, and you’ll be well on your way to mass merging from Salesforce®.

report

Gather Your Data

reg; lets you easily filter and merge data from Contacts, Leads, Accounts and Campaigns into documents, labels e complex requirements, you can use a Salesforce Report (or even SOQL queries) to gather data from other objects and filter the results according to your needs.

Let’s Get Started!

  1. Use the standard interface for data from Contacts, Leads, Accounts and Campaigns (1 min)
OR
  1. Build a Salesforce report to retrieve data (3 min)

TIP: If data from more than one data set is required, build a master/detail report (5 min)

Create Your Template

Every Conga Mail Merge solution uses a Microsoft Word® document as a template for your mass merged letters, labels and/or envelopes. Merge fields within the template tell Conga Mail Merge where to insert data from Salesforce fields. Conga Mail Merge includes the “View Data” feature to easily retrieve the field names you’ll need for your templates.

Let’s Get Started!

  1. Create a template:
    OR
    OR
    • Build a template from scratch