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I was trying to render the word documents attached to the Mail Merge Templates with Merge fields in the code(Apex class). I was hoping Salesforce would be having some API similar to Messaging.renderStoredEmailTemplate() for Email templates. But unfortunately i could not find any.

I am trying to avoid using Mail Merge & Extended Mail merge just because they have lot of browser compatibility issues and they are currently not supported in lightning. I don't even want to go for any 3rd party tools like Conga.

I am basically trying to implement Mailing & bulk Mailing features in Salesforce on my own. Can someone help me in this regard?

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  • Are you fixated on Word, or would you accept a PDF? – sfdcfox Jan 18 '17 at 4:15
  • @sfdcfox I am ok with rendering it in PDF also. – Anee Jan 18 '17 at 5:22
  • Did you ever find an answer to this, Anee? This idea makes it sound like Salesforce broke its "API-first" approach to features on this one – Bow-chicawow-ers Feb 16 '17 at 5:27
  • @BrentBow, Unfortunately no. We are thinking of going for 'Conga' for handling our mailing needs. – Anee Feb 16 '17 at 11:53
  • Thanks for the follow-up, Anee. Really wish this were a feature. You can upvote the SF Idea here. – Bow-chicawow-ers Feb 16 '17 at 22:19

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