With a 33% discount to non-profits bringing the per user cost down to $120 per year, a five-user minimum subscription comes to $600 a year. While Composer is one of the most powerful mail merge products, it comes with a somewhat heftier price tag.
Salesforce mail merge pdf#
Want to automatically email out a PDF of a personalized event invitation to anyone in Chicago who signs up for your newsletter or donates online? No problem. It can create and email out documents based on workflow rules for a small fee.
Salesforce mail merge Pc#
It can handle multiple file formats and works in both PC & Mac environments.
Whether you need to generate a single tax letter, or create & email out PDFs of end of year giving summaries to every donor in your organization, Composer can handle it seamlessly. And for good reason too, when it comes to available features and flexibility, Composer is one of the most comprehensive solutions available. We’ll take a look at four different mail merge solutions, as well as native features that can help your organization generate and distribute the documents you need:Ĭonga Composer: Definitely the most familiar name in document creation on the AppExchange, Conga Composer has been in the AppExchange Top 10 for eight years straight. While a lot of attention is given towards the right mass email platform, who do you turn to when you need to create mail merges from your data? Even if the communication is done via email, often times there is need to create and attach PDFs to send along. Whether it’s envelopes for fundraising materials, event invitations, volunteer release forms, thank you letters or end of year tax receipts, the ability for a non-profit to quickly generate and print out personalized documents is central to its success. You could pass in the data you want to parse and have Apex look for the merge fields, resolve and query those values for you, then pass in those values (or all of the data) back into the Flow.While email marketing is a key communication channel for any non-profit organization, direct mail still remains king when it comes to driving donors to give. If you need the functionality back, you can hold off on upgrading your Flow version to API version 55 or use Apex to resolve the merge fields for you. Simply put, this will make your flows more secure. The account record’s description uses merge fields. In API version 54.0 and earlier, merge fields showed the evaluated value.įor example, your org has a flow that includes an account record’s description in the text input of a display text component. This change helps prevent unintentional data exposure and improves flow stability. If data coming into a flow includes text that resembles a merge field, the merge field now shows the merge field notation instead of the merge field’s evaluated value. I thought it would be a good idea to talk a bit more about it using some scenarios to help clarify what is changing. We’ve received lots of questions about an impending change related to how merge field syntax is rendered when it comes from record data in screen flows in Summer ‘22.
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