4 posts tagged with “template maintenance”
When business rules live inside Word templates as field codes and macros, nobody can see or audit them without opening the file. Here is why that split logic is a liability, and how to keep document logic visible.
Forget the feature checklist for a moment. This is a comparison by outcome: what actually happens on the day a field is missing, a new category appears, compliance language changes, or the vendor raises the price.
We analyzed ~2,900 real Salesforce document-generation discussions. The most common word was not "bug" or "error": it was "workaround." Here is what teams are actually working around, and which of those problems have a structural fix.
A Word template that generates a clean document most of the time and a subtly broken one occasionally is not bad luck: it is how merge engines work. Here is the cause and a deterministic alternative.
