---
schema_version: "1"
id: fab6b78e80c578273b35abe3623dae211388a9c5a4ab5163a68ebcce7190349f
title: Upload Mail Merge Templates to Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/adding_mail_merge_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.adding_mail_merge_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1ff1171bfd934dab818f5f86878c8f9a9f96dc44621ebb74d6c6112df44189d7
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Uploading mail merge templates is available in: both Salesforce Classic (not available in all orgs) and Lightning Experience (not available in all orgs)</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Generating mail merges is available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: all editions except <strong>Starter Suite</strong> Edition</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d99341e70">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d99341e70 ">To upload and edit mail merge templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d99341e70 ">
              <p>View Setup and Configuration </p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Classic Email Public
                Templates</p>
            </td>

          </tr>
        </tbody>
      </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)

Tip Before uploading a template, we recommend reviewing [Considerations for Creating Extended Mail Merge Templates](https://help.salesforce.com/s/articleView?id=sales.merge_fields_mail_merge_templates.htm&release=264.0.0&type=5 "When you use merge fields in mail merge templates, you can incorporate data from your records into the mail merge templates you create in Microsoft Word. It’s a good idea to understand how merge fields work so that you know what to expect in your merged documents.").

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

- [Create or Download Mail Merge Templates](https://help.salesforce.com/s/articleView?id=sales.admin_mergetemplates.htm&release=264.0.0&type=5 "Mail merge templates define the content of a form letter, envelope, label, or other mail merge document. Before sales reps can generate mail merged documents using Extended Mail Merge, someone on your sales team must create a mail merge template in Microsoft Word. Or you can use our downloadable sample templates.")
- [Generate Emails From Records](https://help.salesforce.com/articleView?id=valid_merge_fields.htm&language=en_US)
- [Extended Mail Merge](https://help.salesforce.com/s/articleView?id=sales.mailmerge.htm&release=264.0.0&type=5 "With Extended Mail Merge, you can merge data from your Salesforce accounts, contacts, leads, cases. opportunities, and custom objects into Microsoft Word documents. The documents can be made into form letters, envelopes, labels, or any Word document that you want to personalize for recipients. You can generate documents one at a time, or generate documents in bulk using mass mail merge.")