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End of Support for Word Add-In from Connect for Office and Standard Mail Merge in March 2017

Knowledge Article Number 000240050
Description

1. What is the change and when is it planned to happen?

Following the disablement of TLS 1.0 for all instances by March 2017*, all support services for Word Add-In from Connect for Office and Standard Mail Merge will no longer be available.

* Currently targeted for March 4, 2017 at 9:30 a.m. PST (17:30 UTC); date subject to change.

 

2. What will happen after the End of Support date?

Upon the disablement of TLS 1.0 for all orgs by March 2017, the ability to create Microsoft Word merge templates with Word Add-In from Connect for Office and generate mail merge documents in Microsoft Word with Standard Mail Merge will no longer be supported. 

As such, this may result in the following, where Connect for Office is running on Microsoft Windows Vista: 

  • Microsoft Word may fail to establish a login connection to Salesforce, and users may be unable to create mail merge templates in Microsoft Word for use with the mail merge utility in Salesforce  
  • Salesforce may fail to generate a Microsoft Word mail merge document from any Salesforce record using a Microsoft Word mail merge template created manually or via Word Add-In from Connect for Office

 

3. What is the replacement and what are the key differences between the legacy product and the replacement?

Word Add-In from Connect for Office:

Customers have two options:

  1. Manual entry of merge Salesforce fields in Microsoft Word templates – Instead of using the Salesforce object drag-and-drop functionality from Word Add-In from Connect for Office, users can manually type the Salesforce object field name in the Microsoft Word template. See the Create Mail Merge Templates Help Topic.

    NOTE: Existing Microsoft Word templates that had been created with Word Add-In from Connect for Office can still be used with Extended Mail Merge after the End of Support date. Changes to these templates will require a manual update.
     
  2. Select a solution from the Salesforce AppExchange – Identify an alternative solution from the Salesforce AppExchange by searching for the following keywords: template, generation, and mail merge. NOTE: Additional purchase may be required.

 

Standard Mail Merge:

Customers are encouraged to transition to Extended Mail Merge, which provides the following differences and benefits over Standard Mail Merge:

  • Completed mail merge documents will be either emailed to the user or made available from the Docs object, depending on the admin preference selected. Previously, with Standard Mail Merge, the completed merge Microsoft Word document was generated locally in Microsoft Word.
  • Extended Mail Merge has the ability to merge multiple records
  • Extended Mail Merge supports Apple Mac OS X users
  • Extended Mail Merge is processed on the server-side (no ActiveX installation required) and does not require the use of a Windows OS system with Microsoft Office installed locally

See the Extended Mail Merge Features article for more details. 

NOTE: You must open a case with Support to be able to switch to Extended Mail Merge in your Salesforce org. Once the feature is enabled, you can activate Extended Mail Merge from Setup | Customize | User Interface: "Activate Extended Mail Merge" and check the box. 

 

5. How do I identifying which users are using Word Add-In from Connect for Office?

To identify users of Word Add-In from Connect for Office, Salesforce admins can access the Login History page in Setup, export results, and filter them by Application.

 

6. Why are we retiring these products?

Word Add-In from Connect for Office and Standard Mail Merge are only supported on Microsoft Windows Vista, which cannot be configured to support TLS 1.1 or higher. As such, the disablement of TLS 1.0 by Salesforce in March 2017 will lead to the end of support for Word Add-In from Connect for Office and Standard Mail Merge.

 

7. Where can I get more information?

Join the discussion in the Productivity Success Community group. 

For additional questions, open a case with Support via the Help & Training portal. 





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