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Enable Mail Merge Feature

NOTE: Requests for Mail Merge Feature Activation must be submitted by the System Administrator.

How to Enable the Mail Merge Feature (applies in both Lightning & Classic):
Note: Your Mail Merge feature may already have been activated and enabled. Here's how to check:
  1. Click on Setup
  2. Type in User Interface to the sidebar search field
  3. Click on the last option for User Interface
  4. Scroll down and look for both boxes related to Mail Merge under Advanced (to Enable Extended Mail Merge and automatically save Mail Merge documents).
  5. Simply check both boxes and click Save.

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