--- schema_version: "1" id: 3a38e2d7a473d8d020bf47bc5041c9de81d78126091069474cd47d331e803883 title: Generate Multiple Mass Mail Merge Documents collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/mailmerge_mass.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.mailmerge_mass.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 5ad62d2035fedc6e895c555e20f988daae4f18722e6cdbf6dfa897c67a0b0f87 description: 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. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Generate Multiple Mass Mail Merge Documents 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. ### Required Editions
Available in: Salesforce Classic (not available in all orgs)
Available in: all editions except Starter Suite Edition
![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 Microsoft Word documents for multiple records, such as when sending a mass mailing, see the [Salesforce Bulk Mail Merge Process](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/salesforce_mailmerge.pdf) document. Alternatively, Extended Mail Merge allows you to easily generate mail merge documents—such as form letters with matching envelopes and address labels—for multiple records at the same time. To generate mass mail merge documents, follow these steps. 1. Click the accounts, contacts, or leads tab. Other kinds of records aren’t currently supported. 2. In the Tools area, click **Mass Mail Merge** to start the mass mail merge wizard. 3. Select an appropriate list view from the View list. 4. Select the records to include in the mail merge. To select all records currently shown on the page, select the checkbox in the column header. 5. Click **Next**. 6. Select the types of Word documents that you want to generate. The supported document types are documents, envelopes, and labels. 7. Select the Log an activity... checkbox to log the generation of these mail merge documents by adding a completed task on each record. 8. Click **Next**. 9. Select the appropriate [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."). For documents, select whether to create one Word document that includes all output or a separate Word document for each record. 10. Optionally, click **Preview Template** to review the Word document with merge fields but without your data. Although you can edit the Word document that opens, your changes aren’t applied to your current mail merge request. To make a newly revised template available for mail merge, it must be [uploaded](https://help.salesforce.com/s/articleView?id=sales.adding_mail_merge_templates.htm&release=264.0.0&type=5 "Before sales reps can use Extended Mail merge to send mail merge documents from their Salesforce records, Salesforce admins must upload a Microsoft Word mail merge template to Salesforce. Then, the mail merge template is available to reps from their accounts, contacts, leads, cases, opportunities, and custom objects.") first. 11. Click **Finish**. ![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 If your request exceeds the maximum size limit for Extended Mail Merge, you’re prompted to select either fewer records or smaller templates. Salesforce sends you an email when your generated documents are ready. - When mail merge documents are under 3 MB, Salesforce sends them to your email as either Word document (.doc) or Zip file (.zip). attachments. If the attachment size exceeds your organization’s maximum email attachment size, or your Salesforce admin has set all mail merge documents to save to the Documents tab, Salesforce automatically saves your generated documents to the Documents tab. You receive an email with a link to the document’s location. - When mail merge documents are over 3 MB, Salesforce saves them to your personal documents folder on the Documents tab. #### 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 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.")