Select the "Merge Fields" values below the formatting toolbar. Salesforce merge fields allow you to define something that you would like to be personalized for each person and it creates a code that you will place in your template. When the email is sent out, it will populate those fields with values in the contact's information page.
Full Answer
How to auto populate a field in Salesforce?
Using field update you can auto populate value in field. If you want to populate the value based on condition and values are fixed and few then you can use the formula fields If you want only single value to be populated every time then Set default value. Using field update you can auto populate value in field.
How do I add enhanced letterheads to my App?
Click the App Launcher . Enter Letterheads in the Search apps and items... box and select Enhanced Letterheads. Click New. Click in the header section and click the insert image icon.
How to create an email template for general customer support letterhead?
Now create an email template with the General Customer Support letterhead: Click the App Launcher . Enter Email Templates in the Search apps and items... box and select Email Templates. Click New Email Template.
How do I create a public facing general email template?
On the the right, click Email in the Activity tab. (You may have to click More to find it.) Click the Insert, create, or update template icon . Select the Public Facing General template from list that appears. Click Insert on the pop-up. Review the template for accuracy.
Can you generate letters from Salesforce?
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.
Can I 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 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 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 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.
What is mail merge example?
Mail merge is a word processing procedure which enables you to combine a document with a data file, for example a list of names and addresses, so that copies of the document are different for each person it is sent to. [computing] He sent every member of staff a mail merge letter wishing them a merry Christmas.
Introduction
Having a consistent look makes correspondence from your teams instantly recognizable and professional. Here, we’ll configure a template and letterhead that can be used by all team members for their day-to-day email needs.
Create a Letterhead
Your Customer Support team isn’t generic, and their correspondence shouldn’t be either. Manager Kenya Collins has requested you create custom letterhead for her team’s HTML email templates.
