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Generate Mass Mail Merge Documents
With Extended Mail Merge, you can generate mail merge Microsoft® Word documents—such as form letters with matching envelopes and address labels—for multiple records at the same time.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) |
| Available in: All editions |
To generate Microsoft Word documents for multiple records, such as when sending a mass mailing, see the Salesforce Bulk Mail Merge Process document.
Alternatively, Extended Mail Merge lets users easily generate mail merge documents—such as form letters with matching envelopes and address labels—for multiple records at the same time.
To generate mass mail merge documents using the Extended Mail Merge feature, follow these steps.
- Click the accounts, contacts, or leads tab. Other kinds of records aren’t currently supported.
- In the Tools area, click Mass Mail Merge to start the mass mail merge wizard.
- Choose an appropriate list view from the View list.
- Select the records to include in the mail merge. To select all records currently displayed on the page, select the checkbox in the column header.
- Click Next.
- Select the types of Word documents you’d like to generate. The supported document types are documents, envelopes, and labels.
- Select the Log an activity... checkbox to log the generation of these mail merge documents by adding a completed task on each record.
- Click Next.
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Select the appropriate mail merge templates.
For documents, choose whether to create one Word document that includes all output or a separate Word document for each record.
- Optionally, click Preview Template to review the Word document with merge fields but without your data. Although you can edit the Word document that opens, those changes won’t be applied to your current mail merge request. To make a newly revised template available for mail merge, it must be uploaded first.
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Click Finish.
Note If your request exceeds the maximum size limit for Extended Mail Merge, you’re prompted to select either fewer records or smaller templates.
Salesforce sends you an email when your generated documents are ready. When mail merge documents are:
- Under 3 MB, Salesforce sends them to your email as either Word document (.doc) or Zip file (.zip). attachments. If the attachment size exceeds your organization’s maximum email attachment size, or your administrator has set all mail merge documents to be saved to the Documents tab, Salesforce automatically saves your generated documents to the Documents tab. You’ receive an email with a link to the document’s location.
- Over 3 MB, Salesforce saves them to your personal documents folder on the Documents tab.
