CRMSalesforce CRM

Open Classic Single Mail Merge from Lightning

By December 27, 20202 Comments

While you can switch to Classis Salesforce and use the Mail Merge functionality from there, you can easily add a custom button to the Account or Contact object layout to open within Lightning.

First navigate to the Object Manager and choose the object you will add the button on.  For this example we will use the Account Object because our templates are populated with fields from here.

  1. Select Buttons, Links, and Action from the list on the left and click the New Button or Link
  2. Label the button ‘Mail Merge’ and choose Detail Page Button.
  3. Select Display in new window as the Behavior and URL for Content Source.
  4. Copy the following into the text box:

https://<YOUR-ORG-NAME> .my.salesforce.com/mail/mmchoose.jsp?id={!Account.Id}&1={!Account.Name}&retURL=https://<YOUR-ORG-NAME> .lightning.force.com/lightning/r/Account/{!CASESAFEID(Account.Id)}/view?0.source=alohaHeader

NOTE:  Replace <YOUR_ORG_NAME> with the name of your organization when logged into Salesforce Classic and Lightning.  Remove any spaces from the hyperlink after copying

  1. Click Save.

Navigate to the object’s layout(s) to add the button to the page.

  1. Select Mobile & Lightning Actions from the list on the left and drag the Mail Merge button to the Salesforce Mobile and Lightning Experience Actions

  1. Click Save and test your button. When you click on the Mail Merge button from the Account Page the Classic Mail Merge page will open.  Choose the desired template to merge and perform as usual.

Becci MG

Author Becci MG

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Join the discussion 2 Comments

  • Tim Osborn says:

    This is a very helpful article. I’m wondering if you have found a way to mass mail merge Opportunities? I’m helping a small non-profit that could use that functionality.

    Thanks,
    Tim

    • Becci says:

      Hi Tim,

      Here are some ways to do Mass Document Mail Merges:

      1. Can be done with apex code similar to Send List Mail.
      2. Visual Force pages that open in Word with an apex data controller can be used.
      3. Some will export the data they need from a SF report to Excel and then create Word merge documents with the Excel sheet as the source.
      4. If the office is using the latest Office 365, they may be able to connect directly to Salesforce from Excel for the Data Source.
      5. There are some free Excel Addins for Salesforce (e.g., XL Connector) that can be used for the Data Source.
      6. There some ODBC drivers for Salesforce (e.g., Devart) that can used as the Data Source.

      I hope that helps,

      Becci

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