How to mail merge tax letters in Salesforce and Conga Composer
How does your organization handle end of year tax letters? Does your process need a boost? Check out this video where we go through how to create an easy, breezy Conga Composer solution with multiple template options.
This video covers how to merge a single record for a single Household. We also demonstrate exciting Conga Composer parameters like saving Files and logging Activities.
Conga Composer is a paid add-on to Salesforce for sophisticated mail merge operations. Even though the technology is complex, setting it up doesn't have to be!
Follow the simple steps in my video to create a Tax Letter merge button that not only downloads a custom letter but also logs key information in Salesforce!
Click here to download files and documentation: https://github.com/samanthashain/Cong...
Check out Conga Composer documentation on SOQL Query limits: https://documentation.conga.com/compo...
Additional SOQL Query samples: https://documentation.conga.com/compo...
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