Merge Documents from Salesforce Reports

In the WebMerge Managed Package (versions 1.238+), we have a built-in Visualforce page that will allow a user to populate documents with data from Salesforce Reports. To activate this page, we suggest you create a new Tab:

  1. Under Setup > Create > Tabs, create a New Tab.
  2. For the page, select WebMergeReport
  3. Enter a name for your Tab and save.

 

new_tab.png

 

 

 Once you have setup your Tab and activated it for your users, it will be available to merge.  Simply click on the new tab, then you'll see a page like this where you need to pick the report and the document/data route you want to merge:

merge_page.png

 

When the data is sent over to WebMerge, each row in the report will be sent over using "_rows" as the name of the merge field. You can then loop through the data in your document like you would a Child Relationship: https://support.webmerge.me/hc/en-us/articles/206527196-Working-with-Child-Relationships

For example, to loop through all the data in your document, you can do something like this:

Opportunity Status Amount
{tablerow from=$_rows item=_row}{$_row.NAME} {$_row.STATUS} {$_row.AMOUNT|number_format:2}

We also suggest using Debug Mode to see the field names coming over from the report.

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