Full Use Case’s for mass generation request on Contact object:
A) Generate docs for Contacts that meet certain criteria in Salesforce (eg. if ‘Volunteer Status = Active’ and ‘Do not contact = FALSE’)
B) Generate docs for contacts listed in a .csv file (essentially bypassing the Contacts in Salesforce). The .csv file will contain two columns, first name and email address.
We are looking to use this functionality to send thank you emails to our volunteers. The emails will contain a certificate in the form of a PDF attachment. The only field that will be merged into the email and the PDF is the volunteer’s ‘first name’.
Consulting Team Reply:
For A) You can use the filter feature in template builder to only merge certain related list items from a contact record based on a condition. See this article for more detail. You could also place button on list view for mass document generation, see this article for more detail.
For B) You will need to import the list into Salesforce and create the Contacts. If you want you can create a simple custom object if you wanted, but since you want to email them from Salesforce you should import as Leads or Contacts. Last Name will be required but you can put something like “Unknown”. You can create a process on this import to mass generate pdfs and email them to the list you just updated by setting a checkbox field for example during the import to flag these contacts for this. You could of course then mass delete those same contacts you imported after the process is all completed. We also provide consulting/development/configuration services if you would like us to help build this solution for you. Contact support if you are interested in scoping that out and getting an estimate.