Wednesday, March 18, 2015

Salesforce – Mail Merge Templates

Administrator and User can upload Microsoft Word mail merge template into the Salesforce.

Setup > Communication Templates > Mail Merge Templates > New Template

Microsoft Document: Mail Merge Template

Save the word document as .doc or .docx.

Name: Sample Mail Merge Template

File: Choose File by selecting and uploading the Microsoft word file.


Mail Merge Template created

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