How do I create a list in Salesforce for Mail Merges?

The Salesforce lists for Mail Merge can be pulled from your Contacts or Leads. The list views are retrieved from your Salesforce account.

To view your current lists:

1. Log into your Salesforce account.
2. Select the Contacts or Leads tab.
3. Use the View drop down menu to select a list.
4. Click “Go” to see the contact list and fields for the selected view.

To create a new list view:

1. Log into your Salesforce account.
2. Select the Contacts or Leads tab.
3. Click “Create New View”.

From there, you can set up a new view using filters and select which fields you’d like to be displayed in the list.

Once saved, the new view can be retrieved with Yesware's mail merge feature.

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