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            Generate Mail Merge Documents Using Extended Mail Merge

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            Generate Mail Merge Documents Using Extended Mail Merge

            Use Extended Mail Merge to generate a mail merge document that includes field data from your accounts, contacts, leads, cases, opportunities, and custom objects. Or you can generate multiple documents at the same time.

            Required Editions

            Available in: Salesforce Classic (not available in all orgs)
            Available in: All editions
            • Generate a Single Mail Merge Document
              With Extended Mail Merge, you can generate a single mail merge document that includes field data from your accounts, contacts, leads, cases, opportunities, and custom objects.
            • 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.
             
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