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. 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.
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