您在此处:
打开扩展的邮件合并
设置扩展邮件合并的第一步是打开该功能。您还可以决定销售代表如何访问他们的邮件合并的 Microsoft Word 文档。
您在此处:
设置扩展邮件合并的第一步是打开该功能。您还可以决定销售代表如何访问他们的邮件合并的 Microsoft Word 文档。
| 适用于:Salesforce Classic(并非在所有组织中可用) |
| 适用于:所有版本 |
| 所需用户权限 | |
|---|---|
| 打开扩展的邮件合并 | 自定义应用程序 与 修改所有数据 |
在打开扩展的邮件合并后,您必须决定希望模板的外观。您可以在 Microsoft Word 中创建自己的邮件合并模板,也可以使用我们的可下载模板之一。然后,您必须将模板上传到 Salesforce。

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