How do I use Salesforce to send customized form letters to my Contacts or Leads?
To do this, use the Mail Merge command. Navigate to the record you want to create the letter for, and click Mail Merge in the Activity History pane. This allows you to select the record to use as the data source, select a mail merge template, and generate the merge. View the Salesforce documentation for specific notes on what software configurations are supported, but be aware that standard mail merge supports Word 2000 and up, but requires IE 6 or 7 and Windows 2000, XP, or Vista as your OS. If you need to use Firefox or Mac OS, contact Salesforce about using Extended Mail Merge.
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- How do I use Salesforce to send customized form letters to my Contacts or Leads?
