When you use merge fields in mail merge templates, you can
incorporate data from your records into the mail merge templates you create in Microsoft Word.
It’s a good idea to understand how merge fields work so that you know what to expect in your
merged documents.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) |
| Available in: all editions except Starter Suite Edition |
- To use Extended Mail Merge in Salesforce Classic, contact Salesforce Customer
Support.
- Extended Mail Merge supports Microsoft Word 2007.
- Extended Mail Merge doesn’t support templates saved in .dotx file
formats.
- Users can only generate mail merge documents for fields that are accessible to them via
page layout and field-level security settings.
- Extended mail merge doesn’t support formatting from rich text area fields.
- You can use custom Contact or Lead fields for merging, but only for documents generated
from that field’s object. For example, a custom Lead field can only be used for templates
for leads.
- Merge fields for products on opportunities are only available to organizations that have
enabled products.
- Approval Process merge fields can be used in email templates, but not mail merge
templates.
- Campaign and campaign member merge fields can’t be used in mail merge templates.
