Drawloop Blog

LOOP Document Services 3.0 went live on AppExchange today. As an active user of Salesforce, we often find ourselves looking for help within the Salesforce community or posting feature requests on the Salesforce Idea Exchange. While participating in this amazing community, we kept seeing ideas shared that related to documents (our expertise). Those ideas presented an opportunity for us to review our current document services (LOOP, LOOPlus and LOOP Reports) and see how we could incorporate real solutions to posts on Idea Exchange.

We are pleased to officially announce LOOP Merge - the answer to over thirty (30) Salesforce Ideas. LOOP Merge significantly enhances, compliments and extends the out-of-the-box Salesforce Mail Merge functionality.

Our Objectives:

Enhance the current Salesforce merge process

Improve maintenance and organization of merge templates

Support multiple browsers and operating systems

Extend merge to other applications and file types

Pricing: $4 per user/month (no minimum users)

Enhancements (11 ideas)

1. Increase File Size Limitation of 1MB: LOOP Merge allows you to upload your merge templates into the Salesforce documents tab which has a file size limit of 5MB. Like LOOPlus, you can also work with publicly accessible URL based documents which allow you to go beyond the 5MB limit if needed.
2. Date Formatting: All dates used by any of LOOP Document Service format the date using the long date format by locale.
3. Empty Fields: All fields that do not have values pass as a blank instead of “______”.
4. Ability to Select a Contact: Accounts, Cases, Opportunities and Contracts allow you to select contacts related to the object.
5. Customize the Button: You can easily deploy your own buttons and point to the LOOP Merge s-control.
6. Additional Delivery Options: You can Email, Email and Attach, Attach Only or send the Mail Merge Document to our free LOOP service where you can download or add any additional documents to the final merged PDF file.

Maintenance and Organization (7 ideas)

1. Folder Support: LOOP Merge allows you to upload your merge templates into the documents tab and store in any document folder - any security established within document folders will control access for available LOOP Merge documents.
2. Update and Tracking: Deploying templates in the documents tab also allows you to update and track templates.
3. Filter by Object: Document keyword tags allow you to limit documents by object.

Browser and OS Support (4 ideas)

1. Web Browsers: Our LOOP Document Services support Firefox, IE, Safari and Chrome.
2. OS: Our LOOP Document Services support any OS that can run Firefox, IE, Safari or Chrome.

Applications and Document Types (11 ideas)

1. Additional Application Support: LOOP Merge works with Google Docs and Spreadsheets as well as OpenOffice. Although we work with the Saleforce Office Plugin, this is not a requirement for any of our services. Any document that can be saved as an Microsoft Office document can be used with our document services.
2. Additional Document Types: Works with Mail Merge Templates or any Microsoft Word, PowerPoint, Excel (up to 2007 versions) or PDF file.

This entry was posted on Friday, November 14th, 2008 at 3:19 pm and is filed under DDP of the Month, Development, Helpful Tools, Products & Services. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.