Click the “Preview Template” button to confirm you have the right template. Select the templates you would like to use for the Mail Merge. Also you have the option of logging an activity during the Mail Merge process (recommended).Ĭlick the “Next” button at the top right to continue. On the next screen select what you want generated: Documents, Envelopes and / or Labels. When you’ve made your selections, click the “Next” button at the top right. Select individual records using the checkbox to the left of the records, or click the checkbox at the top of the list to Select All records. Scroll down and section called “Tools,” and click the option for “Mass Mail Merge.”Īt the top of the next screen, select an existing View, or create a new View by clicking “Create New View.” The results of the View will be displayed below.
#Data merge option not available in word for labels how to
If you have not installed the Salesforce plugin for Microsoft Word to create Mail Merge templates, see the link provided.įirst step is to open a support Case with Salesforce and ask that the feature be provisioned (turned on) for your org.Īctivation might take a day or two so plan ahead!Īs to how to use the Mass Mail Merge, we will use the Lead object in the step-by-step tutorial below, but the process for Contacts is the same. Fortunately “Mass Mail Merge” accomplishes this quite easily. However, if you want to have Salesforce to create Word documents for hundreds of records, the Mail Merge button would be an unbelievable tedious way to accomplish this task. mail merge) with data from the record you are viewing. Extended Mass Mail Merge is a powerful feature available from Salesforce that unfortunately is not turned on “out of the box.” Natively you can use the “Mail Merge” button in the Activity History related list to create a single Word documents that populates (i.e.
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