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Create a Mail Merge View and Generate Mass Mail Merge

With Extended Mail Merge, you can easily generate Mail Merge documents, such as form letters with matching envelopes and address labels, for multiple records at the same time.
 
NOTE: You must enable the Mass Mail Feature before this option will be available to you. Please see the Enable Mass Mail Merge Feature for instructions.
 
To create a new Mass Mail Merge View (currently only available in Classic):
  1. Click on the Contact Tab.
  2. In the Tools area, click on the Mass Mail Merge link to start the Mass Mail Merge Wizard.
  3. Click on the Create New View link next to the pull down menu.
  4. Enter a ViewName
    Example: “Mail Merge: Clients”
  5. In Step 2, specify the Filter Criteria for this Mass Mail Merge View.
    Example:
    - Select Group in the Field pull down menu.
    - Choose Includes in the Operator pull down menu.
    - Enter the exact Group name in the Value box, such as “Client”.
  6. Click the Save button.
Now that you have created the mass mail merge view, you can generate a mass mail merge!

To generate a Mass Mail Merge document for a group of Contacts (currently only available in Classic):
  1. Click on the Contact tab.
  2. In the Tools area, click on the Mass Mail Merge link to start the Mass Mail Merge Wizard.
  3. Choose the group of Contacts you would like to Mail Merge from the View pull down.
    To create or edit a list view, see the Create New Mail Merge View section.
  4. Select the Records to include in the mail merge.
    To select all records currently displayed on the page, select the checkbox in the column header.
  5. Click the Next button.
  6. Select the Type of documents you would like to generate.
    The supported document types are documents, envelopes, and labels.
  7. Select the Log an Activity checkbox to log the generation of these mail merge documents by adding a completed task on each record.
  8. Click the Next button.
  9. Select the desired Mail Merge Template.
  10. Click the Finish button.
    Salesforce will send you an email that either includes your generated Word document as an attachment or provides a link to it on the Documents tab.
 You can now print and mail your document or send it as an email attachment.

Watch the video below to learn how to create mail merge views and generate a mass mail merge:


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