Download Sample Mail Merge Templates for Extended Mail
Merge
Download our sample Microsoft Word mail merge templates so that sales reps can use
them for Extended Mail Merge. If you want, you can customize the templates in Word before
you upload them.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) |
| Available in: all editions except Starter Suite Edition |
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Download the sample mail merge
templates and unzip the files to a convenient directory on your hard
drive.
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Review the instructions provided in
salesforce_mailmerge_templates_howto.doc.
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Open the sample template that you want in Microsoft Word.
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Save a copy of the sample template to your computer's desktop or other convenient
location. In Word 2007, select Save As from the Office button then
select an appropriate file name and destination folder.
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Optionally, customize the text and formatting of the template.
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Press ALT+F9 to show the hidden mail merge field codes.
Each of the mail merge fields shows in curly braces as follows: {MERGEFIELD
Contact_FullName \* MERGEFORMAT}
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Change or add merge fields as necessary. For help, see Create Mail Merge
Templates from Microsoft Word.
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Save your Word document.
After you finalize your mail merge template, a Salesforce admin uploads the template to
Salesforce so that sales reps can access it.
