I'm new to Salesforce and my company did not give much training on Salesforce. I would like to know how to create a template in Word and add fields from Salesforce to merge together. I researched this online and the only thing I found was an add-in called Force.com Connect for Office. Unfortunately, it does not support Office 2010. Please help! Thank you!
You will need to enable Mail Merge template and use Microsoft office to create merge fields.
let’s say our template is going to be used by “Contact” object and content should be as simple as :
Hello «Contact_FirstName», Phone Number - «Contact_Phone» Regards Company Name
In above paragraph, “CONTACT_Name” needs to be replaced by actual contact name. For this, we need API name of that field from Salesforce which is “Name”. Now create above template in Microsoft word and place the cursor where we want value to be appeared and navigate to “Insert | Quick Parts | Fields”.
New window will appear, select MergeField and enter API Name.
Note : While entering API name of any field, It should be prefixed by Object name and Underscore . For Example, API Name in Contact Should be referred as Contact_Name. (Object_FieldAPIName) .
https://appexchange.salesforce.com/apex/listingDetail?listingId=a0N300000016b7FEAQ While I don't want to sound like the dev forum, if you're looking for ongoing support and Office 10 integration, there's a number of appexchange applications out there. Word integration has been abysmal for the last 5-6 years.
You can get away with PDF templates for VisualForce but trying to do this for word/excel is very difficult. There's an option of Extended Mail Merge https://help.salesforce.com/apex/HTViewSolution?urlname=Extended-Mail-Merge-features-1327108643069&language=en_US but personal recommendation is just to eat the cost of an application.