---
schema_version: "1"
id: 727aee35dd6cbdf0f9e30c574515e31f3128c4c55a7b4213405a51001cd06cb1
title: Turn On 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_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.mailmerge_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4eb0a81cf4c0f0f49a0debb96fef93131acacfdd1c62475ad0d3cfed95a0d811
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Turn On Extended Mail Merge

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

<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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d90728e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d90728e63 ">To turn on Extended Mail Merge</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d90728e63 ">
              <p>Customize Application </p>
              <p>AND</p>
              <p style="margin-bottom:0;">Modify All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From Setup, in the Quick Find box, enter User Interface, and then select **User Interface**.
2. Select **Enable Extended Mail Merge**.
3. 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.