1. Click Mail Merge in the Activity History related list on the appropriate record. Accounts, contacts, leads, cases, opportunities, and custom objects are supported.
2. Use the lookup to specify the record from which information will be merged.
3. Select a mail merge template.
4. Click Generate.If the custom objecthas a master-detail relationship with opportunities, the primary contactfor the opportunity is selected by default.
5. Salesforce thengenerates your document:If your organization uses standard mail merge, Word opens withyour generated document. When the document displays, choose Save As from the File menu tosave the document to your hard drive.If your organization uses Extended Mail Merge and your request exceeds the maximum size limit,you are prompted to select a smaller mail merge template. With Extended Mail Merge, Word does notopen when you click Generate. Instead, Salesforce sends you an email thateither includes your generated Word document as an attachment or provides a link to it on theDocuments tab.
6. If your organization uses standard mail merge, Word opens withyour generated document. When the document displays, choose Save As from the File menu tosave the document to your hard drive.
7. If your organization uses Extended Mail Merge and your request exceeds the maximum size limit,you are prompted to select a smaller mail merge template. With Extended Mail Merge, Word does notopen when you click Generate. Instead, Salesforce sends you an email thateither includes your generated Word document as an attachment or provides a link to it on theDocuments tab.
8. If you chose to log an activity for the mail merge, enter thetask information, and optionally create a follow-up task. The Subject of the mail merge task is set to the mail mergetemplate name by default, and the task is displayed as a completedactivity in the Activity History related list. The merged documentis not stored with the task.You canlog an activity for mail merge if you have access to view or editthe record you are merging and are able to create tasks (that is,you have the “Edit Task” permission).
9. Print and mail your document or send it as an email attachment.