Mail merge templates define the content of a form letter, envelope, label, or other mail
merge document. Before sales reps can generate mail merged documents using Extended Mail Merge,
someone on your sales team must create a mail merge template in Microsoft Word. Or you can use our
downloadable sample templates.
Required Editions
Available in: Salesforce Classic (not available in all orgs)
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.
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