简体   繁体   中英

Create a Salesforce report to track mail merges

I am looking to create a salesforce report on mail merges done on daily basis.

I am not sure on which object I am suppose to start.

Thanks in advance for any help!

Ooo, interesting! It's not one of things covered by Event Monitoring .

I don't think you can do much. Maybe post at https://ideas.salesforce.com/ ? If you use some custom package for mail merge (weaver? conga? formstack?) they might have their own statistics.

If you're after standard email templates - best you can do is query EmailTemplate daily, store results (especially TimesUsed ) in some helper object? From what I remember it counts only if human used the template, automations don't count.

If you're after real mail merge, ancient feature for creating Word/Excel etc - tough. It's not actively developed (it understands Word 2007, no guarantees about higher versions for example). Maybe you'll be able to do something based on Tasks created during merge?

The technical post webpages of this site follow the CC BY-SA 4.0 protocol. If you need to reprint, please indicate the site URL or the original address.Any question please contact:yoyou2525@163.com.

 
粤ICP备18138465号  © 2020-2024 STACKOOM.COM