---
schema_version: "1"
id: e1897fd393daac17440adb9323b3423c7b824f91774c9de72903f8fbad4a1eba
title: Set Up 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_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.mailmerge_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 660ccaffd2f950b0e325a53d0147690c3a6ba0d7e81453da77c347d4bc9d33dc
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Extended Mail Merge

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

<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>

- **[Turn On Extended Mail Merge](https://help.salesforce.com/s/articleView?id=sales.mailmerge_enable.htm&release=264.0.0&type=5)**  
    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](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.
- **[Upload Mail Merge Templates to Salesforce](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.