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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.
Generate Excel documents. All with a single click in a Salesforce record page.
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Mail Merge Examples. Use templates to prepopulate documents with content that’s specific to the Salesforce record they’re embedded in. For example, you want to use a document to store an Account Plan for each account.
13 Νοε 2024 · To create a Mail Merge template: Login to Salesforce Account. Click gear icon Navigation to Setup. Search Quick find box mail Merge. Update the word document. Map the Salesforce fields to template fields. Save template.
28 Αυγ 2024 · Mail Merge Templates in Salesforce are pre-formatted documents that allow users to generate personalized documents for multiple recipients by integrating Salesforce data into the...
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.
