The first step to setting up Extended Mail Merge is to turn on the feature. You can also decide how sales reps access their mail merged Microsoft Word documents.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) |
| Available in: all editions except Starter Suite Edition |
| User Permissions Needed | |
|---|---|
| To turn on Extended Mail Merge |
Customize Application AND Modify All Data |
- From Setup, in the Quick Find box, enter User Interface, and then select User Interface.
- Select Enable Extended Mail Merge.
- Indicate whether you want mail merged documents to be saved to the My Personal Documents folder of the user who generated the mail merge. If you don’t select this option, only documents over 3 MB are saved to the user’s documents. Smaller documents are emailed to the user.
After you turn on Extended Mail Merge, you must decide what you want your template to look like. You can either create your own mail merge templates in Microsoft Word or use one of our downloadable templates. Then you must upload your template to Salesforce.