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Generate a Single Mail Merge Document
With Extended Mail Merge, you can generate a single mail merge document that includes field data from your accounts, contacts, leads, cases, opportunities, and custom objects.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) |
| Available in: All editions |
To generate a Microsoft Word document for an individual record, open the record’s detail page and click Mail Merge on the Activity History related list.
- Click Mail Merge in the Activity History related list on the appropriate record.
- Verify that the appropriate record is chosen for merging. If not, use the lookup to specify a different record.
- Select a mail merge template.
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Click Generate.
If the custom object has a master-detail relationship with opportunities, the primary contact for the opportunity is selected by default.
- Salesforce then generates your document. Depending on your settings, Salesforce sends you an email that either includes your generated Word document as an attachment or provides a link to it on the Documents tab.
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If you chose to log an activity for the mail merge, you’re
prompted to create a task and a follow-up task.
The Subject of the mail merge task is set to the mail merge template name by default. The task is displayed as a completed activity in the Activity History related list. The merged document isn’t stored with the task.
If you meet these requirements, you can log an activity for mail merge.
- You have access to view or edit the record that you’re merging.
- You’re able to create tasks (that is, you have the “Edit Task” permission).
- Print and mail your document or send it as an email attachment.
