Select Document templates to be used by “Mass Mail Merge” which we have created in this article. You can also select if you want to Log an activity that mail merge documents were generated for those records. The Supported document types are documents, envelopes and labels. Select List of Contacts for which you want to run “Mail Merge” template. Navigate to Contact Tab and select “Mass Mail Merge” link present at bottom. Now to check that whether template is working or not. Now, go to Salesforce and navigate to “Set up | Communication Templates | Mail Merge Templates” and Upload recently created template. For Example, API Name in Contact Should be referred as Contact_Name. Note :While entering API name of any field, It should be prefixed by Object name and Underscore. New window will appear, select MergeField and enter API Name as shown in below image. ![]() Insert Field in Extended Mail Merge Salesforce Now create above template in Microsoft word and place the cursor where we want value to be appeared and navigate to “Insert | Quick Parts | Fields”. For this, we need API name of that field from Salesforce which is “Name”. In above paragraph, “CONTACT_Name” needs to be replaced by actual contact name. So, lets see how to create template.įor this article, let’s say our template is going to be used by “Contact” object and content should be as simple as : Insert Field in Extended Mail Merge Salesforce Activate Extended Mail Merge – User Interface – Salesforceīefore using XMM, we have to create template in Microsoft Word. We can also select to save XMM result in Document tab as shown in below snap. Navigate to “Setup | Customize | User Interface” and select checkbox “Activate Extended Mail Merge”. How to activate “Extended Mail Merge (XMM)”, once it is enabled by Salesforce? We have to contact Salesforce to enable this feature in our Salesforce Organization. How to enable “Extended Mail Merge (XMM)” ? ![]() It will access only those fields for which current user have access, it respects Field level security (FLS).Template size cannot exceed 1MB of size.At a time, it can merge only 1000 records. ![]() There are few limitations in XMM also like: NOTE: Mail Merge & Extended Mail Merge uses same templates: “Setup | Communications Templates | Mail Merge Templates” XMM can send final word document in email itself.We can save output into “Document” tab.It supportes Office 2007 as well as Office 2010 (document must be saved in a 97-2003 DOC format).It runs on almost al major browsers including firefox, Chrome.It runs on server side and does not require installation of any ActiveX Control.The solutions to all above problem is “Extended Mail Merge (XMM)” template which is free and native Salesforce solution.įollowing are the advantages of “Extended Mail Merge (XMM)”: It supports Windows XP and Windows Vista only Windows 7 is not supported and causes unexpected error many times. ![]()
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