So how can I create a Mail Merge template in the meantime?
2 个回答
Hi Dave,
Salesforce ended support for Standard Mail Merge and Connect for Office on March 4, 2017. This change means that Salesforce no longer provides support or maintenance when there is an issue with those products. To let sales reps continue running mail merges with Salesforce data, migrate your sales reps to Extended Mail Merge.
To make Extended Mail Merge available
1. Click Setup.
2. Select Customize | User Interface.
3. Under 'Advanced' select Activate Extended Mail Merge.
4. Click Save.
Extended Mail Merge overview: https://help.salesforce.com/apex/HTViewSolution?urlname=Extended-Mail-Merge-features-1327108643069&language=en_US
Uploading Mail Merge Templates to Salesforce: https://help.salesforce.com/articleView?id=adding_mail_merge_templates.htm&type=5 (http:// https://help.salesforce.com/articleView?id=adding_mail_merge_templates.htm&type=5)
Guidelines for Uploading Mail Merge Templates: https://resources.docs.salesforce.com/210/latest/en-us/sfdc/pdf/salesforce_mailmerge_upload_guidelines.pdf (http:// https://resources.docs.salesforce.com/210/latest/en-us/sfdc/pdf/salesforce_mailmerge_upload_guidelines.pdf)
Thanks!
