What is Mail Merge?

A mail merge is the process of generating form letters and other Microsoft Word documents that are personalized for the recipient, who 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.

Generating Single Mail Merge Documents

To generate a Microsoft Word document for an individual record, open the record's detail page and click the Mail Merge button on the Activity History related list.

For step-by-step instructions, see Sending Single Mail Merge Documents.

Generating Mass Mail Merge Documents

To generate Microsoft Word documents for multiple records, such as when sending a mass mailing, see the Salesforce Bulk Mail Merge Process document.

Standard mail merge requires:

Windows® Internet Explorer® versions 6, 7, and 8 (Chrome Frame plug-in for Internet Explorer isn't supported because the ActiveX controls required for mail merge are only supported in Internet Explorer.)

Microsoft Word 2003 or 2007

Microsoft Windows XP and Vista (32-bit only; 64-bit isn't supported)

Extended Mail Merge - if not already available can be added by request only

if Extended Mail Merge has been enabled for your organization you can easily generate mail merge documents—such as form letters with matching envelopes and address labels—for multiple records at the same time.

For step-by-step instructions, see Using the Mass Mail Merge Wizard.