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            Set Up Extended Mail Merge

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            Set Up Extended Mail Merge

            To set up Extended Mail Merge for your sales reps, you must turn on the feature in Salesforce. Then you must create a mail merge template in Microsoft Word (or download our sample templates). Last, you must upload your template to Salesforce so that your reps can access it.

            Required Editions

            Available in: Salesforce Classic (not available in all orgs)
            Available in: All editions
            • Turn On Extended Mail Merge
              The first step to setting up Extended Mail Merge is to turn on the feature. You can also decide how sales reps access their mail merged Microsoft Word documents.
            • Create or Download Mail Merge Templates
              Mail merge templates define the content of a form letter, envelope, label, or other mail merge document. Before sales reps can generate mail merged documents using Extended Mail Merge, someone on your sales team must create a mail merge template in Microsoft Word. Or you can use our downloadable sample templates.
            • Upload Mail Merge Templates to Salesforce
              Before sales reps can send mail merge documents from their Salesforce records using Extended Mail Merge, Salesforce admins must upload a Microsoft Word mail merge template to Salesforce.
             
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