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!
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?