---
schema_version: "1"
id: 583e6adaf1d1300941cae3915f9c64f664abd99fe0c630e30efa204a18244e40
title: Generate a Single Mail Merge Document
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/mail_sending.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.mail_sending.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c0d84da3cdeb7d04d5a73836398cd9ca46aba8754c81dd79f64233ed71ac196a
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Generate a Single Mail Merge Document

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.

### Required Editions

![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 Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

<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>

![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 Before generating your mail merge, we recommend reviewing [Considerations for Using Extended Mail Merge](https://help.salesforce.com/s/articleView?id=sales.mailmerge_use_consider.htm&release=264.0.0&type=5 "Consider these items when using Extended Mail Merge to generate Microsoft Word mail merge documents.").

To generate a Microsoft Word document for an individual record, open the record’s detail page and click **Mail Merge** on the Activity History related list.

1. Click **Mail Merge** in the Activity History related list on the appropriate record.
2. Verify that the appropriate record is chosen for merging. If not, use the lookup to specify a different record.
3. Select a mail merge template.
4. Click **Generate**.
    
    If the custom object has a master-detail relationship with opportunities, the primary contact for the opportunity is selected by default.
5. Salesforce then generates your document. Depending on your settings, Salesforce sends you an email that either includes your generated Word document as an attachment or provides a link to it on the Documents tab.
6. If you chose to log an activity for the mail merge, you’re prompted to create a task and a follow-up task.
    
    The Subject of the mail merge task is set to the mail merge template name by default. The task is displayed as a completed activity in the Activity History related list. The merged document isn’t stored with the task.
    
    If you meet these requirements, you can log an activity for mail merge.
    
    - You have access to view or edit the record that you’re merging.
    - You’re able to create tasks (that is, you have the “Edit Task” permission).
7. Print and mail your document or send it as an email attachment.

#### 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.")
- [Generate Multiple Mass Mail Merge Documents](https://help.salesforce.com/s/articleView?id=sales.mailmerge_mass.htm&release=264.0.0&type=5 "With Extended Mail Merge, you can generate mail merge Microsoft® Word documents—such as form letters with matching envelopes and address labels—for multiple records at the same time.")