Loading
PHP Vulnerability Monitoring Read More
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Sales Productivity
Generate Multiple Mass Mail Merge Documents

You are here:

  1. Salesforce Help
  2. Docs
  3. Seller Productivity

Generate Multiple Mass Mail Merge Documents

With Extended Mail Merge, you can generate mail merge Microsoft® Word documents—such as form letters with matching envelopes and address labels—for multiple records at the same time.

Required Editions

Available in: Salesforce Classic (not available in all orgs)
Available in: all editions except Starter Suite Edition
Note
Note Before generating your mail merge, we recommend reviewing Considerations for Using Extended Mail Merge.

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

Alternatively, Extended Mail Merge allows you to easily generate mail merge documents—such as form letters with matching envelopes and address labels—for multiple records at the same time.

To generate mass mail merge documents, follow these steps.

  1. Click the accounts, contacts, or leads tab. Other kinds of records aren’t currently supported.
  2. In the Tools area, click Mass Mail Merge to start the mass mail merge wizard.
  3. Select an appropriate list view from the View list.
  4. Select the records to include in the mail merge. To select all records currently shown on the page, select the checkbox in the column header.
  5. Click Next.
  6. Select the types of Word documents that you want to generate. The supported document types are documents, envelopes, and labels.
  7. Select the Log an activity... checkbox to log the generation of these mail merge documents by adding a completed task on each record.
  8. Click Next.
  9. Select the appropriate mail merge templates.
    For documents, select whether to create one Word document that includes all output or a separate Word document for each record.
  10. Optionally, click Preview Template to review the Word document with merge fields but without your data. Although you can edit the Word document that opens, your changes aren’t applied to your current mail merge request. To make a newly revised template available for mail merge, it must be uploaded first.
  11. Click Finish.
    Note
    Note If your request exceeds the maximum size limit for Extended Mail Merge, you’re prompted to select either fewer records or smaller templates.

Salesforce sends you an email when your generated documents are ready.

  • When mail merge documents are under 3 MB, Salesforce sends them to your email as either Word document (.doc) or Zip file (.zip). attachments. If the attachment size exceeds your organization’s maximum email attachment size, or your Salesforce admin has set all mail merge documents to save to the Documents tab, Salesforce automatically saves your generated documents to the Documents tab. You receive an email with a link to the document’s location.
  • When mail merge documents are over 3 MB, Salesforce saves them to your personal documents folder on the Documents tab.

See Also

 
Loading
Salesforce Help | Article