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.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) |
| Available in: all editions except Starter Suite Edition |
- 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.
- Create or Download Mail Merge Templates
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.
- Upload Mail Merge Templates to Salesforce
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.
