---
schema_version: "1"
id: 1848f3889426cf07d94b722fc07f175e573e531d0c6933e8fa1f4841f158a828
title: Create or Download Mail Merge Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/admin_mergetemplates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.admin_mergetemplates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0cd461700578bf35f96b6a6e5e86f4adbbea64b6be2a9a35b6ee6121199cec51
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Create or Download Mail Merge Templates

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.

### 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;">Available in: Salesforce Classic (not available in all orgs)</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>

- **[Create Mail Merge Templates in Microsoft Word](https://help.salesforce.com/s/articleView?id=sales.creating_mail_merge_templates.htm&release=264.0.0&type=5)**  
    Admins or sales teams can create a custom mail merge template in Microsoft Word for Extended Mail Merge.
- **[Download Sample Mail Merge Templates for Extended Mail Merge](https://help.salesforce.com/s/articleView?id=sales.modifying_mail_merge_templates.htm&release=264.0.0&type=5)**  
    Download our sample Microsoft Word mail merge templates so that sales reps can use them for Extended Mail Merge. If you want, you can customize the templates in Word before you upload them.

#### See Also

- [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.")
- [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.")
- [Generate a Single Mail Merge Document](https://help.salesforce.com/s/articleView?id=sales.mail_sending.htm&release=264.0.0&type=5 "With Extended Mail Merge, you can generate a single mail merge document that includes field data from your accounts, contacts, leads, cases, opportunities, and custom objects.")