How do you extend mail merge?

How do you extend mail merge?

Extended Mail Merge generates mail merge Word documents with data from Contacts, Leads, and other Salesforce records….To activate ‘Extended Mail Merge’ in Salesforce Classic

1. Click Setup.
2. Go to Customize | User Interface.
3. Under ‘Advanced’ select Activate Extended Mail Merge.
4. Click Save.

What are the three 3 types of mail merge?

There are three documents that are involved in the mail merge process: the main document, the data source, and the merged document.

What is Salesforce mail merge?

SALESFORCE BULK MAIL MERGE PROCESS. A mail merge is the process of generating form letters and other Microsoft® Word documents that are personalized for the recipient, who is often a contact or lead.

What can I use instead of mail merge?

Top 10 Alternatives to Yet Another Mail Merge (YAMM)

• Mailchimp.
• GMass.
• Zoho Campaigns.
• Constant Contact.
• Sendinblue.
• Emma.
• Gmelius.
• Salesforce Email Studio.

Can you mail merge in Salesforce?

Salesforce – Single and Mass Mail Merge in Salesforce. You can merge a document template for a single object (e.g., Account, Contact, Lead, etc.) or you can perform a mass mail merge using records from a view. Accounts, contacts, leads, cases, opportunities, and custom objects are supported.

How do I use a mail merge template in Salesforce?

Upload Mail Merge Templates to Salesforce

1. In Salesforce, from Setup, enter Mail Merge Templates in the Quick Find box, then select Mail Merge Templates.
2. Click New Template.
3. Enter a name and description for the template.
4. Click Browse or Choose File to upload your Word mail merge template from your computer to Salesforce.

What is the purpose of a mail merge field?

Mail Merge is a handy feature that incorporates data from both Microsoft Word and Microsoft Excel and allows you to create multiple documents at once, such as letters, saving you the time and effort of retyping the same letter over and over.

Can you do a mail merge with attachments?

A15: No, you cannot add an attachment when performing a merge to an e-mail message. Microsoft Office Word doesn’t support this functionality. However, you can add an attachment when performing a merge to an e-mail message programmatically by using CDOSys.