how to make a mail merge template in salesforce

• Replace each variable with the appropriate Salesforce merge field. Each mail merge field label you use must be unique.
• Place your cursor where you want to insert a merge field.
• Go to the Insert tab on the Ribbon, click Quick Parts in the Text group, and then click Field.
• Select Mail Merge in the Categories drop-down list.
• Select MergeField in the Field names box.
• In the Field Properties area of the Field name box, manually enter the valid merge field, such as Account_Envelope_Name. ...

How do I create a mail merge template?

• Click Start from a template.
• Click Select template.
• On the Mail Merge tab, select the template that you want in the Select Template dialog box, and then click OK.

How to create a template within Salesforce?

• The first time you create a new letterhead, you will be given some information about letterheads. ...
• To create a new letterhead, click New Letterhead
• Click the checkbox next to Available for Use
• Type a label and a unique name for the letterhead and click Save
• Use the options to edit the header, body, and footer. ...

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How to create an email template in Salesforce?

“Customize Application” must be enabled to create custom email templates. For those who do not wish to use Visualforce and would rather use the boxed templates included with creating email templates in Salesforce, a wizard is available. Navigate to the arrow next to your username. Click Setup->Email->My Templates.

How to configure mass mail merge in Salesforce?

To login you’ll need the following:

• User Name (email that you use to login to salesforce)
• Password:
• Security Token:

How do I create a mail merge 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 create a mail merge template?

To do this, follow these steps:Click Start from a template.Click Select template.On the Mail Merge tab, select the template that you want in the Select Template dialog box, and then click OK.

What is mail 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.

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.

What is mail merge template?

A mail merge template is a document that you can use as a basis for creating other documents that you want to use for mass mailings, such as form letters and announcements.

What are the steps in creating a simple mail merge?

Note there are 6 steps.Step 1 – Select Document Type. 1) Click Letters for the document type.Step 2 – Select Starting Document. ... Step 3 – Select Recipients. ... Step 4 – Write Your Letter. ... Step 5 – Preview Your Letters. ... Step 6 – Complete the Merge. ... Step 1 – Select Document Type. ... Step 2 – Select Starting Document.More items...

How do I create a merge template in Salesforce?

In 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. Doing so helps users correctly choose a template when generating mail merged documents.

How do I create a merge field in Salesforce?

To find the merge field name for an object or field in Salesforce, visit the object or field's detail page and refer to Field Name . To incorporate merge fields, use the editor in the respective feature. Salesforce provides valid merge fields in each editor for all related standard and custom objects.

How do I create a merge template in Word?

Create Mail Merge Templates in Microsoft WordPlace your cursor where you want to insert a merge field.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.More items...

How do I add a merge button in Salesforce lightning?

In Salesforce Lightning, we can add the 'DC Merge' button to a list view....Add 'DC Merge' button to List viewsNavigate to (Salesforce's) Setup - Object Manager - Lead - Search Layouts for Salesforce Classic.Click 'Edit' at 'List views'.Under Custom Buttons header add the 'DC Merge' button to 'Selected Buttons'.

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.

How do I add a merge field to my email template?

On the Email Template Builder edit page, select a Section where you want to add a Merge field. Select the Content tab. Place the cursor at the location in the document where you want to insert the merge field. Choose the Add Merge Field link.

How to merge fields in Salesforce?

In the Field Properties area of the Field name box, manually enter the valid merge field, such as Account_Envelope_Name. The field name will include the object (e.g., Account, Contact, Lead) and the Salesforce field name.

Can you connect a mail merge template to an Excel spreadsheet?

Do not connect mail merge templates to external data sources such as Excel worksheets or Access databases. Please refer to Word’s help for information about restoring mail merge documents to what Word calls “normal Word documents.”

Can you send a merge template to Salesforce?

Create a merge document in Word 2007 or higher and upload it to Sales force. When merged, data will populate the fields you have included in the template and send the full merged document to the user via email. The user can then print it out.