How do I export a CSV from Salesforce to use with Mail Merge?

In order to use Yesware's Mail Merge function, you'll need to upload a CSV that contains the data that you'd like to merge into your emails. While this spreadsheet can be created manually, exporting a list from Salesforce can save you even more time!

1. Create a new Report in Salesforce. Depending on what information you're trying to pull together, this report could be based on Accounts, Leads, Contacts, or Opportunities.

2. In the report builder, select the fields that you'd like to include in the email. NOTE: Email must be the first column of your report

3. At the top of your report, click "Run Report" and then the "Export Details" button.  Finally, select "Comma Delimited .csv" as the "Export File Format" and click Export.

4. Now you're ready to upload the file into Yesware's Mail Merge feature!

Have more questions? Submit a request


Article is closed for comments.