Now you can print and mail your documents. This is okay because during the setup of Extended Mail Merge we activated the setting "Always save Extended Mail Merge documents to the Documents tab." Therefore, the results of your merge will still be available on the Documents tab in the "My Personal Documents" folder. If your company does this then the file from Salesforce may be removed from the email. Some companies put restrictions on the kind of attachments that can be accepted via email or the size of files that can be accepted. The timing of this email will vary depending on the number of records included in your mail merge. In a few minutes you will receive an email from Salesforce with a zip file containing all of the generated Word documents. Once on the Contacts tab I will scroll down to the "Tools" section and click the Mass Mail Merge link.Īfter clicking the Finish button you will be redirected back to the Contacts tab where a confirmation message will be displayed at the top of the page. In this example I am going to use Contact information in my merge so I will start from that tab. You pick the tab appropriate to your messaging. The next step in the process is to go to the tab (Lead, Account or Contact) from which you want to generate the mail merge. If not simply follow the steps outlined in the Mail Merge creation help area. Hopefully, you have some already created because you've been using Mail Merge prior to now. With the functionality activated you can now begin to use it. On the resulting screen you will see new options for "Activate Extended Mail Merge" and "Always save Extended Mail Merge documents to the Documents tab" under the portion of the page reading "Advanced." Simply check the box next to these two new options and click the Save button. Once the functionality has been enabled for your org you can make it available to your users by clicking: Setup > Customize (under App Setup) > User Interface. There is no additional cost associated with the request or the functionality and the turn-around time is generally a business day or two. Simply submit a Case with your request and they will enable it for your org. Think of Extended Mail Merge as being similar to the Mass Email functionality of Salesforce - if you are familiar with that.Įxtended Mail Merge is not generally enabled for an organization until after a request is made to the support team. The major conceptual difference between Mail Merge and Extended Mail Merge is that the Mail Merge process will merge Salesforce data into a single Word document and Extended Mail Merge will merge Salesforce data into the same document for many recipients. So I took a few moments to demonstrate the Extended Mail Merge features and I also thought that this would be a good topic to write about on the site.Įxtended Mail Merge (as well as Mail Merge) is the process of generating form letters for Microsoft Word that are personalized with information from Salesforce. Anyway, they were unaware of the Extended Mail Merge capability of Salesforce and it surprised me because they have been Salesforce subscribers for many years now. It is important for their business to send out a lot of direct mail pieces. I was on a call today with a client that constantly uses the Mail Merge functionality of Salesforce.
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