Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

Generate Single Mail Merge Document

You can generate Mail Merge documents within the CRM for a single person or for a group of people.
 
To generate a single Mail Merge document from a Contact’s record (currently only available in Classic):
  1. Hover over the Activity History link at the top of the page.
  2. Click on the Mail Merge button.
  3. Choose a Mail Merge template.
  4. You can change the check box to Log an Activity on the Contact’s page.
  5. Click the Generate 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.
  6. If you choose to Log an Activity for the mail merge, enter the task information, and optionally create a follow-up task.
  7. Click the Save button.
You can now print and mail your document or send it as an email attachment.
 
TIPS:
-  To upload a new Mail Merge document, please see the Create and Upload A Mail Merge Document section.

Watch the video below to learn how to generate a single mail merge document:

Did you find this article helpful?