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            Considerations for Creating Extended Mail Merge Templates

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            Considerations for Creating Extended Mail Merge Templates

            When you use merge fields in mail merge templates, you can incorporate data from your records into the mail merge templates you create in Microsoft Word. It’s a good idea to understand how merge fields work so that you know what to expect in your merged documents.

            Required Editions

            Available in: Salesforce Classic (not available in all orgs)
            Available in: All editions
            • Extended Mail Merge supports Microsoft Word 2007.
            • Extended Mail Merge doesn’t support templates saved in .dotx file formats.
            • Users can only generate mail merge documents for fields that are accessible to them via page layout and field-level security settings.
            • Extended mail merge doesn’t support formatting from rich text area fields.
            • You can use custom Contact or Lead fields for merging, but only for documents generated from that field’s object. For example, a custom Lead field can only be used for templates for leads.
            • Merge fields for products on opportunities are only available to organizations that have enabled products.
            • Approval Process merge fields can be used in email templates, but not mail merge templates.
            • Campaign and campaign member merge fields can’t be used in mail merge templates.
             
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