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Create a 'Mass Mail Merge' template for mailing labels that do not skip records

Julkaisupäivä: Jun 22, 2024
Kuvaus

With Extended Mail Merge, generate mail merge Word documents—such as form letters with matching envelopes and address labels—for multiple records at the same time.  Further information on this feature can be found below: 

Using the Mass Mail Wizard

When using the Mass Mail Merge feature to generate mailing labels, some customers have found a skipping behavior in their generated mail merge documents.  Specifically, when reviewing the generated document, they find that every 3rd, 7th, etc record is skipped/excluded from the mail merge document.

Ratkaisu

The root cause of the "skipping" behavior during a Mass Mail Merge for labels, is an improperly formatted MS Word document that is used as the source for the Mail Merge template. More specifically, the incorrect placement of the 'next record' merge field in the MS Word document can/will cause the skipping behavior.

Attached to this article is a sample MS Word document that can be used to generate mailing labels via Mass Mail Merge without the skipping behavior noticed.  To resolve this issue, delete your older template, and upload a new template using the sample file attached.  Further information on how to create mail merge templates can be found below:

 

Managing Mail Merge Templates

Knowledge-artikkelin numero

000385498

Liitteet

correct.doc

28 KB

 
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Salesforce Help | Article