After you have created a Merge Template in Word with the proper merge fields, it will need to be uploaded to Salesforce. Administrators and users with the “Manage Public Templates” permission can upload completed Microsoft Word mail merge templates to Salesforce to make them available for use.
- In Salesforce, from Setup, enter Mail Merge Templates in the Quick Find box, and then select Mail Merge Templates.
- Click New Template.
- Enter a name and description for the template. This will help users correctly choose a template when generating mail merge documents.
- If your organization uses Extended Mail Merge, choose the appropriate document type: Document, Label, or Envelope. For this example, we will choose Envelopes.
- Click Browse to select your Word mail merge template.
- Click Save to finish.
The template will now display in template lists for mail merges.