---
schema_version: "1"
id: f0267c6c5ee880c06916795000bbaf3f5fe5a5702901af040bf1e69fd6af4503
title: Create Mail Merge Templates in Microsoft Word
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/creating_mail_merge_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.creating_mail_merge_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 04cfb464d77e4e04cf289f1a2dde524771c97f1ff60b97576354f67e2cc3e508
description: Admins or sales teams can create a custom mail merge template in Microsoft Word for Extended Mail Merge.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Create Mail Merge Templates in Microsoft Word

Admins or sales teams can create a custom mail merge template in Microsoft Word for Extended Mail Merge.

### 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>

To build a template for extended mail merge, draft the desired text for your document in Microsoft Word. Whereever you want to insert field data from your Salesforce records—for example a contact’s name and address—, you insert Word merge fields that reference Salesforce data. Here’s how you do it.

![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 For help with creating your template, see [Guidelines for Creating Mail Merge Templates](https://help.salesforce.com/s/articleView?id=sales.mailmerge_template_guidelines.htm&release=264.0.0&type=5 "Follow these guidelines when creating your mail merge templates for Extended Mail Merge.").

After you finalize your mail merge template, a Salesforce admin uploads the template to Salesforce so that sales reps can access it.

1. Create lists of the standard and custom fields available in your Salesforce organization for reference in your merge templates. See [Locate Record Field Names for Mail Merge](https://help.salesforce.com/HTViewSolution?id=000199283).
2. Open a new blank document in Microsoft Word 2007.
3. Use Word to compose the document so it contains the text, data, and formatting your users require.
4. Locate the text or data variables in your Word document that you want to change each time the template is used. For example, in the salutation “Dear Bob,” “Bob” is a variable because you want it to change when the letter is sent to a different person.
5. Replace each variable with the appropriate Salesforce merge field.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)
    
    Important
    
    Each mail merge field label you use must be unique.
    
    1. Place your cursor where you want to insert a merge field.
    2. In Word 2007, select the Insert tab on the Ribbon, click **Quick Parts** in the Text group, and then click **Field**.
    3. Select **Mail Merge** in the Categories dropdown.
    4. Select **MergeField** in the Field names box.
    5. In the Field Properties area of the Field name box, manually enter the valid merge field, such as Opportunity\_LineItem\_ProductName. Refer to the list of the standard and custom fields available in your Salesforce organization that you identified in step 1.
    6. Click **OK**.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)
        
        Note To list information about all products associated with an opportunity, insert the Opportunity\_LineItem\_Start merge field where you want to begin listing product information. Then, insert all the merge fields you want to include for each product on an opportunity. Finally, insert the Opportunity\_LineItem\_End to end the list.
6. Save your Word document.

#### 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.")
- [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.")