That’s it! In most cases MS Word will fire-up and you can see the Mail Merge. If in Step 3 you selected to log an activity, you will see a screen like this – click “Save”: In Step 3 you have the option of recording the Mail Merge as an activity against the record (recommended) You create a Mail Merge document by navigating in Salesforce to the appropriate record in Salesforce, scrolling down to the Activities History related list section for that record and clicking the “Mail Merge” button.Ĭlick the “Mail Merge” button and select the appropriate contact in Step 1 (it should default to the right Contact if that was the record you were viewing when you kicked off the Mail Merge) Go to Setup > Administration Setup > Communication Templates > Mail Merge Templates, then in the pane on the right, click “New Template”Ĭreate a name for your new template, browse to the file on you local drive or desktop, and click the “Save” button. Once your Word Document is saved, you’ll need to upload the template into Salesforce. Here is an example of a template with many mail merge fields ready to upload into Salesforce: Repeat the process of selecting and inserting mail merge fields as needed until your document is complete. First you pick the Object on the left pane, then any of the fields available on that Object from the right pane:įor example if you wanted to insert the Billing City into this sentence, you would highlight the words Billing City and then use the wizard to insert the mail merge field so it would look like this:įor example if you wanted to insert the Billing City into this sentence, you would highlight the words «ACCOUNT_BILLINGCITY» and then use the wizard to insert the mail merge field so it would look like this…
You will then see a field picker interface. Once logged in, if you go to the Salesforce menu, you can now select fields that will be used to merge Salesforce data into your Word Document:
Basically, if your password is “myPassword” and your security token is “XXXXXXX”, you will enter “myPasswordXXXXXXX” into the password window.
You’ll receive an email with the Token and instruction on how to use the token. To get your security token you’ll need to go to Setup > Personal Setup > My Personal Information > Reset My Security TokenĬheck the email account associated with your account.
Go to Setup > Personal Setup Desktop Integrations > Connect for Officeįor reliability I prefer to use the link to download the installer locally.
Install the Desktop Integration Plug In from. If you have created form letters, labels or envelopes in MS Word from a database or Excel file, Mail Merge for Salesforce works in a similar fashion.Īt a high level, you install a Salesforce plugin for Microsoft Word, you create your template in Word and upload the template into so that it can be accessed using the “Mail Merge” button in you Activities History related list. The Mail Merge feature can be a lifesaver if you want to make a letter, direct mail piece, invoice, proposal, or even a contract in Microsoft Word using data from your records in Salesforce.