With Extended Mail Merge, you can merge data from your Salesforce accounts, contacts, leads, cases. opportunities, and custom objects into Microsoft Word documents. The documents can be made into form letters, envelopes, labels, or any Word document that you want to personalize for recipients. You can generate documents one at a time, or generate documents in bulk using mass mail merge.
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. For more information on this process, see Set Up Extended Mail Merge.
Guidelines for Creating Extended Mail Merge Templates
Follow these guidelines when creating your mail merge templates for Extended Mail Merge. For more information, see Guideline for Creating Extended Mail Merge Templates.
Considerations for Creating Extended Mail Merge Templates
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. For more information, see Considerations for Creating Extended Mail Merge Templates.
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. For more information, see Generate Mail Merge Documents Using Extended Mail Merge.
Considerations for Using Extended Mail Merge
Consider these items when using Extended Mail Merge to generate Microsoft Word mail merge documents. For more information, see Considerations for Using Extended Mail Merge.