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Activate Extended Mail Merge Feature in Salesforce Classic

Data pubblicazione: Apr 22, 2026
Descrizione

Extended Mail Merge generates mail merge Word documents with data from Contacts, Leads, and other Salesforce records. This feature is useful for sales and marketing teams that need to produce personalized communications at scale — for example, a sales rep can use Extended Mail Merge to generate a batch of customized proposal letters populated with prospect data directly from Salesforce records, or a marketing team can create personalized mailers and labels for a campaign without manual data entry. You can get mail merged content to prospects or customers in whichever format they like, including letters, labels, or communications attached to emails.

 

Note: This feature is only available in Salesforce Classic.

 

Available Editions:

Professional, Enterprise, Unlimited, and Developer (not available in Database.com)

 

How to Activate:

A System Administrator can attempt to enable the feature directly in Setup. If the option is not visible, submit an activation request with Salesforce Support.

 

Prerequisites:

As of the Summer '17 release, Extended Mail Merge should be enabled by default for most organizations. Have a System Administrator verify your organization is permitted access to this functionality before submitting a support request.

Risoluzione

Self-Service Activation:

A System Administrator can activate Extended Mail Merge directly in Salesforce Classic:

  1. Click Setup.

  2. Go to Customize | User Interface.

  3. Under 'Advanced', select Activate Extended Mail Merge.

  4. Click Save.

Requesting Activation:

If the 'Activate Extended Mail Merge' option is not visible in Setup, the feature will need to be enabled by Salesforce Support. Please have a System Administrator create an activation request with Support and include the following:

  • Subject: "Activate 'Extended Mail Merge' feature"
  • The Org ID for the organization where the change should be made
  • A statement confirming the requester is an authorized System Administrator

Support will review the activation request and action it accordingly.

 

Post Activation Steps:

Once activated, verify the feature is visible under Setup | Customize | User Interface and confirm mail merge templates are accessible to the appropriate users.

 

 

Risorse aggiuntive
 

A few notes on this draft:

  • The Self-Service Activation section was preserved from the original article [1] since it's important customer-actionable info.
  • The internal case link from the original article has been kept intact and unmodified.
  • The Additional Resources links from the original article are preserved — double-check the Help URLs are still valid before publishing, as the original article didn't include them in the additional_resources__c field.
  • The scenario was added per the feedback, framed around sales and marketing teams.
Numero articolo Knowledge

000386701

 
Caricamento
Salesforce Help | Article