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DO MAIL MERGE MS WORD FOR MAC 2011 HOW TO
DO MAIL MERGE MS WORD FOR MAC 2011 INSTALL

Once your Word Document is saved, you’ll need to upload the template into Salesforce. Here is an example of a template with many mail merge fields ready to upload into Salesforce: Repeat the process of selecting and inserting mail merge fields as needed until your document is complete. First you pick the Object on the left pane, then any of the fields available on that Object from the right pane:įor example if you wanted to insert the Billing City into this sentence, you would highlight the words Billing City and then use the wizard to insert the mail merge field so it would look like this:įor example if you wanted to insert the Billing City into this sentence, you would highlight the words «ACCOUNT_BILLINGCITY» and then use the wizard to insert the mail merge field so it would look like this… You will then see a field picker interface. Once logged in, if you go to the Salesforce menu, you can now select fields that will be used to merge Salesforce data into your Word Document:

Basically, if your password is “myPassword” and your security token is “XXXXXXX”, you will enter “myPasswordXXXXXXX” into the password window.

DO MAIL MERGE MS WORD FOR MAC 2011 HOW TO

You’ll receive an email with the Token and instruction on how to use the token. To get your security token you’ll need to go to Setup > Personal Setup > My Personal Information > Reset My Security TokenĬheck the email account associated with your account.

User Name (email that you use to login to salesforce).

When you click the option – select “Log In”: You should see a new set of tools in the toolbar of Word: Start MS Word – you might get a message similar to the below: Shut down anything that could be considered part of the Microsoft “suite” – specifically MS Outlook and MS Word. Go to Setup > Personal Setup Desktop Integrations > Connect for Officeįor reliability I prefer to use the link to download the installer locally.

DO MAIL MERGE MS WORD FOR MAC 2011 INSTALL

Install the Desktop Integration Plug In from. If you have created form letters, labels or envelopes in MS Word from a database or Excel file, Mail Merge for Salesforce works in a similar fashion.Īt a high level, you install a Salesforce plugin for Microsoft Word, you create your template in Word and upload the template into so that it can be accessed using the “Mail Merge” button in you Activities History related list. The Mail Merge feature can be a lifesaver if you want to make a letter, direct mail piece, invoice, proposal, or even a contract in Microsoft Word using data from your records in Salesforce.