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            Create Mail Merge Templates in Microsoft Word

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            Create Mail Merge Templates in Microsoft Word

            Admins or sales teams can create a custom mail merge template in Microsoft Word for Extended Mail Merge.

            Required Editions

            Available in: Salesforce Classic (not available in all orgs)
            Available in: All editions

            To build a template for extended mail merge, draft the desired text for your document in Microsoft Word. Whereever you want to insert field data from your Salesforce records—for example a contact’s name and address—, you insert Word merge fields that reference Salesforce data. Here’s how you do it.

            Tip
            Tip For help with creating your template, see Guidelines for Creating Mail Merge Templates.

            After you finalize your mail merge template, a Salesforce administrator must upload the template to Salesforce so that sales reps can access it.

            1. Create lists of the standard and custom fields available in your Salesforce organization for reference in your merge templates. See Locate Record Field Names for Mail Merge.
            2. Open a new blank document in Microsoft Word 2007.
            3. Use Word to compose the document so it contains the text, data, and formatting your users require.
            4. Locate the text or data variables in your Word document that you want to change each time the template is used. For example, in the salutation “Dear Bob,” “Bob” is a variable because you want it to change when the letter is sent to a different person.
            5. Replace each variable with the appropriate Salesforce merge field.
              Important
              Important

              Each mail merge field label you use must be unique.

              1. Place your cursor where you want to insert a merge field.
              2. In Word 2007, select the Insert tab on the Ribbon, click Quick Parts in the Text group, and then click Field.
              3. Select Mail Merge in the Categories dropdown.
              4. Select MergeField in the Field names box.
              5. In the Field Properties area of the Field name box, manually enter the valid merge field, such as Opportunity_LineItem_ProductName. Refer to the list of the standard and custom fields available in your Salesforce organization that you identified in step 1.
              6. Click OK.
                Note
                Note To list information about all products associated with an opportunity, insert the Opportunity_LineItem_Start merge field where you want to begin listing product information. Then, insert all the merge fields you want to include for each product on an opportunity. Finally, insert the Opportunity_LineItem_End to end the list.
            6. Save your Word document.

            See Also

             
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