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Sales Productivity
Create or Download Mail Merge Templates

Create or Download Mail Merge Templates

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)
Available in: all editions except Starter Suite Edition
 
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Salesforce Help | Article