Instead, Salesforce sends you an email that either includes your generated Word document as an attachment or provides a link to it on the Documents tab. With Extended Mail Merge, Word does not open when you click Generate. If your organization uses Extended Mail Merge and your request exceeds the maximum size limit, you are prompted to select a smaller mail merge template.When the document displays, choose Save Asfrom the File menu to save the document to your hard drive.
If your organization uses standard mail merge, Word opens with your generated document.Salesforce then generates your document:.Use the lookup to specify the record from which information will be merged.From the record you are on, click Mail Mergein the Activity History related list.**Switch to Salesforce Classic if needed.Under the Advanced section, select Enable Extended Mail Merge. First, from Setup, in the Quick Find box, enter User Interface, and then select User Interface. NOTE: Before users create mail merge documents using Extended Mail Merge, admins must set up the feature. You will need to develop a button to connect to the Salesforce Classic functionality and add it or Switch to Salesforce Classic. ****Salesforce Lightning Does Not Support Mail Merge by default. If the custom object has a master-detail relationship with opportunities, the primary contact for the opportunity is selected by default. Accounts, contacts, leads, cases, opportunities, and custom objects are supported. 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.
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