---
schema_version: "1"
id: 61d62a7d036001568ded89362b726bcba7166b9d878e748cb289ecac191d0d1a
title: Extended Mail Merge
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/mailmerge.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.mailmerge.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dae93d2daf0a56e6fd50f76370971d192b471a9e17b66e6f80d587d05010063e
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Extended Mail Merge

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.

### 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>

- **[Set Up Extended Mail Merge](https://help.salesforce.com/s/articleView?id=sales.mailmerge_setup.htm&release=264.0.0&type=5)**  
    To set up Extended Mail Merge for your sales reps, you must turn on the feature in Salesforce. Then you must create a mail merge template in Microsoft Word (or download our sample templates). Last, you must upload your template to Salesforce so that your reps can access it.
- **[Guidelines for Creating Extended 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.
- **[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 Mail Merge Documents Using Extended Mail Merge](https://help.salesforce.com/s/articleView?id=sales.mailmerge_use_parent.htm&release=264.0.0&type=5)**  
    Use Extended Mail Merge to generate a mail merge document that includes field data from your accounts, contacts, leads, cases, opportunities, and custom objects. Or you can generate multiple documents at the same time.
- **[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.

#### See Also

- [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.")
- [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.")