how to use extended mail merge in salesforce

To activate 'Extended Mail Merge' in Salesforce Classic

1. Click Setup.
2. Go to Customize | User Interface.
3. Under 'Advanced' select Activate Extended Mail Merge.
4. Click Save.

Full Answer

How to sync your emails to Salesforce?

Sync emails from Gmail to Salesforce

1. Open up the Ebsta Console by clicking on the following link: https://console.ebsta.com
2. Click Sign in with Salesforce and log in with your Salesforce credentials.
3. Click Settings in the bottom left-hand corner and then select Email Sync.
4. Click Add Gmail Mailbox . ...
5. Sign in to your Google Account with your username and password.

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How to merge contacts in Salesforce step by step?

Step by Step

• Go to service set up
• Search and click on merge cases
• Choose where you want the merged case to go afterward
• Click Save
• Go to the case record (you may need to refresh the page)
• Click on the carrot at the top right corner of your record
• Find ‘merge cases’ in the drop-down and click
• Choose which records to merge and click next

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How would you like to contact Salesforce?

How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...

How to create email integration in Salesforce?

• From Setup, enter Gmail in the Quick Find box, and then select Gmail Integration and Sync.
• Enable Customize Content with App Builder.
• In the Email Application Pane section, create a pane and use Lightning App Builder to add components to the pane and assign the panes to users. ...

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 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...

Is mail merge available in 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 are the 4 steps on applying mail merge?

Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a data source. ... 1) Open Word and create a new blank document. ... 1) Click Letters for the document type. ... Step 3 – Select Recipients.Step 4 – Write Your Letter.Step 5 – Preview Your Letters.More items...

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 mail merge template?

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 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...

What do you know about mail merge?

Mail merge lets you create a batch of documents that are personalized for each recipient. For example, a form letter might be personalized to address each recipient by name. A data source, like a list, spreadsheet, or database, is associated with the document.

What are the three main stages of mail merge process?

The mail merging process generally requires the following steps: Creating a main document and the template. Creating a data source. Defining the merge fields in the main document.

What are the 10 steps of mail merge?

Mail Merge in 10 Easy StepsPrepare the List of Recipients. The list of recipients is simply a table of names and addresses. ... Prepare the Letter Document. ... Start the Mail Merge. ... Choose the Document Type. ... Choose the Document. ... Choose a Recipient List. ... Write the Letter. ... Preview the Letters.More items...•

What are the four types of mail merge main documents?

Form letters, envelops, mailing labels and catalogue.