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Guidelines for Creating Extended Mail Merge Templates
Follow these guidelines when creating your mail merge templates for Extended Mail Merge.
Microsoft Word File Guidelines
- Don’t configure mail merge templates as “protected” or “restricted access” in Microsoft Word. Refer to Word's help for information about protected Word documents.
- Don’t connect mail merge templates to external data sources such as Excel worksheets or Access databases. Refer to Word's help for information about restoring mail merge documents to what Word calls “normal Word documents.”
- Don’t save templates in .dotx file formats.
Syntax and Formatting
Mail merge templates are created by uploading documents to Salesforce from your desktop. The syntax for these merge fields is OBJECT_FIELD_NAME or FIELD_NAME. Merge fields for mail merge templates must:
- Be unique
- Contain only letters, numbers, and the underscore (_) character
- Not exceed 40 characters
For example: AccountNumber.
Guidelines for Using Opportunity Product Data
You can download sample mail merge templates, which include a table of opportunity product data and modify this table as needed for your template. The Opportunity_LineItem_Start merge field must be inserted before all opportunity product merge fields and the Opportunity_LineItem_End merge field must be inserted after all opportunity product merge fields. These start and end fields trigger Salesforce to list all of the products on the opportunity.
Insert Product Merge Fields Manually
If you also want to insert product merge fields into the table of opportunity product merge fields, you can do so manually.
- In your Word document, place your cursor where you want to insert the merge field.
- In Word 2003 and earlier, select Insert and then Field from the Word menu bar. In Word 2007, select the Insert tab on the Ribbon, click Quick Parts in the Text group, and then click Field.
- Select Mail Merge in the Categories dropdown.
- Select MergeField in the Field names box.
- In the Field name box in the Field Properties area, enter the merge field name manually, such as Opportunity_LineItem_ProductName.
- Click OK.
