Salesforce Features

Extended Mail Merge

Mass Personalized Documents on Demand

Extended_mail_merge_thumb All Editions – LIMITED RELEASE

  • Create personalized letters, envelopes, and labels en masse
  • Track previous mail merge activities

Want to send personalized letters, envelopes, and labels to hundreds of accounts, contacts, or leads? With Summer ’07, you can do so right from Salesforce, without requiring additional software or downloads. You can set up a mail merge in Salesforce to add a personal touch to your communications without spending the time to manually personalize each document.

Training and Documentation

Feature Details

  • Mass Mail Merge Wizard: The mass mail merge wizard makes it easy to identify the customers who need their documents personalized and then choose which type of document (e.g., letters, envelopes, or labels) to create. Next you receive an email containing your personalized documents or a link to them. You can choose between having all the documents contained in one file for easy printing or in separate files for easy emailing.
  • Cross-Browser Support: Because you do not need to download a plug-in for this feature, it’s available via any browser that you use to access Salesforce.
  • Activity Logging: An activity history record is logged in the background, allowing you to track previous mail merge activities.

Note: This feature is available on a limited basis with the Summer ’07 release. To request access to extended mail merge during the limited release, please contact your technical support representative or customer success manager.

Extended_mail_merge_detail

2 Comments Bookmark

2 Comments

Chris Vening
July 7

For us this is the one feature that SF badly needed and we have had to buy addtional services to achieve it. SF is the only crm that does not have integrated Mail Merge. Overdue and very welcome
Ollie C
July 9

Does this release include a facility to merge fields from multiple objects? We commonly find that we simply cannot get all the data we want into the emails. If all the content for an email is on one object it's fine, but it usually needs to come from several objects and there seems to be no facility for that.