Generate Mail Merge Documents Using Extended Mail
Merge
Use Extended Mail Merge to generate a mail merge document that includes field
data from your accounts, contacts, leads, cases, opportunities, and custom objects.
Or you can generate multiple documents at the same time.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) |
| Available in: all editions except Starter Suite Edition |
- Generate a Single Mail Merge Document
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.
- 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.
