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            Download Sample Mail Merge Templates for Extended Mail Merge

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            Download Sample Mail Merge Templates for Extended Mail Merge

            Download our sample Microsoft Word mail merge templates so that sales reps can use them for Extended Mail Merge. If you want, you can customize the templates in Word before you upload them.

            Required Editions

            Available in: Salesforce Classic (not available in all orgs)
            Available in: All editions
            1. Download the sample mail merge templates and unzip the files to a convenient directory on your hard drive.
            2. Review the instructions provided in salesforce_mailmerge_templates_howto.doc.
            3. Open the desired sample template in Microsoft Word.
            4. Save a copy of the sample template to your computer's desktop or other convenient location. In Word 2007, select Save As from the Office button then choose an appropriate file name and destination folder.
            5. Optionally, customize the text and formatting of the template.
            6. Press ALT+F9 to display the hidden mail merge field codes.

              Each of the mail merge fields displays in curly braces as follows: {MERGEFIELD Contact_FullName \* MERGEFORMAT}

            7. Change or add merge fields as necessary. For help, see Create Mail Merge Templates from Microsoft Word.
            8. Save your Word document.

            After you finalize your mail merge template, a Salesforce administrator must upload the template to Salesforce so that sales reps can access it.

            See Also

             
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