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How do I use Salesforce.com's Connect for Office?

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A mail merge is the process of generating form letters and other Microsoft Word documents that are personalized for the recipient, whom is often a contact or lead. The content of each document is predefined in a mail merge template. Mail merge templates include variables called merge fields where data from your Salesforce records—for example a contact's name and address—displays in the generated document.

Using Connect for Office - Word Integration

See Salesforce.com's documentation on Using Word Integration

Overview of Mail Merge Functionality

See Salesforce.com's documentation on Mail Merge overview

Modifying Existing Mail Merge Templates and Download the Sample Mail Merge Templates

See Salesforce.com's documentation on Modifying Existing Mail Merge Templates

*A link to download sample mail merge templates is located at the above location.

Using Connect for Office - Excel Integration

See Salesforce.com's documentation on Using Excel Integration

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