how to mail merge in salesforce lightning

Use Merge Fields in Email Templates (Lightning)

• Navigate to the App Launcher (9 dots in left corner)
• Search for "Email Templates".
• Select Email Templates from the list.
• Create a new template by selecting "New Email Template" in the top right corner.

Full Answer

How do I create a mail merge in Salesforce?

Single Mail Merge: **Switch to Salesforce Classic if needed. From the record you are on, click Mail Mergein the Activity History related list. Use the lookup to specify the record from which information will be merged. Select a mail merge template. Click Generate.

What is Salesforce Lightning email templates?

Salesforce comes to the rescue with Lightning Email Templates. Using the Lightning email builder, built on the Salesforce platform, you are able to insert fields into email templates (mail merge) from a record in Salesforce to use across a range of use cases (e.g. for sales emails, renewals, case updates).

Can I log an activity for a mail merge?

The merged document is not stored with the task. You can log an activity for mail merge if you have access to view or edit the record you are merging and are able to create tasks (that is, you have the “Edit Task” permission). Print and mail your document or send it as an email attachment.

How to update existing email alerts to use a new Lightning template?

Great news: it’s easy to update existing Email Alerts to use a new Lightning email template, you just need to edit the Email Alert and point it to the new Lightning email template. This is a two-part process (perhaps try it in a sandbox first!).

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How do you do a mail merge with lightning?

Open Classic Single Mail Merge from LightningSelect Buttons, Links, and Action from the list on the left and click the New Button or Link.Label the button 'Mail Merge' and choose Detail Page Button.Select Display in new window as the Behavior and URL for Content Source.Copy the following into the text box:

Can you do a mail merge in Salesforce?

With Extended Mail Merge, you can merge data from your Salesforce accounts, contacts, leads, cases. opportunities, and custom objects into Microsoft Word documents. The documents can be made into form letters, envelopes, labels, or any Word document that you want to personalize for recipients.

How do I merge documents in Salesforce?

Generate a Single Mail Merge DocumentClick Mail Merge in the Activity History related list on the appropriate record.Verify that the appropriate record is chosen for merging. ... Select a mail merge template.Click Generate. ... Salesforce then generates your document.More items...

How do I add a merge field in Lightning email template?

Use Merge Fields in Email Templates (Lightning)Navigate to the App Launcher (9 dots in left corner)Search for "Email Templates"Select Email Templates from the list.Create a new template by selecting "New Email Template" in the top right corner.

Is mail merge available in Salesforce lightning?

****Salesforce Lightning Does Not Support Mail Merge by default. You will need to develop a button to connect to the Salesforce Classic functionality and add it or Switch to Salesforce Classic. NOTE: Before users create mail merge documents using Extended Mail Merge, admins must set up the feature.

How do you mail merge?

How to Use Mail Merge in Microsoft WordIn a blank Microsoft Word document, click on the Mailings tab, and in the Start Mail Merge group, click Start Mail Merge .Click Step-by-Step Mail Merge Wizard .Select your document type. ... Select the starting document. ... Select recipients. ... Write the letter and add custom fields.More items...

How do I use mail merge templates in Salesforce?

Upload Mail Merge Templates to SalesforceIn Salesforce, from Setup, enter Mail Merge Templates in the Quick Find box, then select Mail Merge Templates.Click New Template.Enter a name and description for the template. ... Click Browse or Choose File to upload your Word mail merge template from your computer to Salesforce.More items...

What is merge template in Salesforce?

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.

How do I add a merge field in Salesforce?

Required Editions and User PermissionsOpen the survey.Place the cursor where you want to insert a merge field and click Insert Content. ... Select the type of variable that you want to insert, and click Next. ... Select the merge field that you want to insert for each variable type. ... Click Insert.

How do I create a mass email template in Salesforce?

Click New Email Template.Enter the template's name.Add a subject. ... If you want, select an item from the Related Entity Type dropdown list. ... If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items...

How do I manage email templates in Salesforce lightning?

From Setup, enter Permission Sets in the Quick Find box. Then, select Permission Sets.Click one of the standard permission sets, and click System Permissions.Click Edit, select Manage Public Lightning Email Templates, and click Save.

How to mass mail merge documents?

To generate mass mail merge documents using the Extended Mail Merge feature: Click the accounts, contacts, or leads tab. Other kinds of records are not 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.

Can you merge documents?

You can merge a document template for a single object (e. g., Account, Contact, Lead, etc.) or you can perform a mass mail merge using records from a view. Accounts, contacts, leads, cases, opportunities, and custom objects are supported. If the custom object has a master-detail relationship with opportunities, the primary contact for ...