Salesforce Docs Portal

Upload Mail Merge Templates to Salesforce

Before sales reps can use Extended Mail merge to send mail merge documents from their Salesforce records, Salesforce admins must upload a Microsoft Word mail merge template to Salesforce. Then, the mail merge template is available to reps from their accounts, contacts, leads, cases, opportunities, and custom objects.

Required Editions

Uploading mail merge templates is available in: both Salesforce Classic (not available in all orgs) and Lightning Experience (not available in all orgs)
Generating mail merges is available in: Salesforce Classic
Available in: all editions except Starter Suite Edition
User Permissions Needed
To upload and edit mail merge templates:

View Setup and Configuration

AND

Manage Classic Email Public Templates
Tip
Tip Before uploading a template, we recommend reviewing Considerations for Creating Extended Mail Merge Templates.
  1. In Salesforce, from Setup, enter Mail Merge Templates in the Quick Find box, then select Mail Merge Templates.
  2. Click New Template.
  3. Enter a name and description for the template. Doing so helps users correctly choose a template when generating mail merged documents.
  4. Choose the appropriate document type: Document, Label, or Envelope.
  5. Click Browse or Choose File to upload your Word mail merge template from your computer to Salesforce.
  6. Save your changes.

See Also