Conga Word Merge Format: Tab Within Table Cell, Prevent Table Page Break

A couple items I recently ran into when creating a Conga merge document were tabbing within a cell of a word table and preventing a table from breaking across pages.

Tabbing is simple, all you do is CTRL + TAB. You can put the ruler on the page layout and adjust how far the tab takes you at the top.

Here we use the "Keep with next" function found in the paragraph formatting. The trouble with this is when you highlight the table and right click you do not see the "Paragraph" as an option, all you see is Table Formatting. What you have to do (in word 2010) is highlight the table and on the Home ribbon at the top there is a Paragraph section, all you do is click the small little arrow on the bottom right of the section and it will pull the Paragraph format page up. Click on the "Lines and Page Breaks" tab then select "Keep with next" and that's it!

Insert Merge Field Shortcut for Word (Conga Mail Merge)

Below are the shortcut keystrokes for entering a Mail Merge field into a word document.

ALT - I - F - M - M

From there you would just copy the Salesforce field name into the field name and click OK.

Conga Mail Merge - Display All Merge Fields // Insert Merge Field Shortcut

There are quite a number of little quirks that are nice to know when using the Salesforce.com AppExchange app Conga Composer to create merge documents. While calling their support line is very helpful, sometime I feel like I need to give them a break.

Here is a function I use all the time..

Display all Merge Fields in Word:
ALT + F9

Insert Merge Field
ATL + I + F + M + M