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Create a Merge Template for Labels

  Mix is actively supported, although it is no longer available for purchase. 

Create the Merge Template

  1. Start a new document in Microsoft Word.
  2. On the Mailings ribbon, choose Start Mail Merge > Labels.
  3. Select a label style that matches your labels and click OK
    (Optional) Click Table Tools > Layout > View Gridlines to show gridlines in the label template.
  4. Leave the Word document open and navigate to the Merge Templates tab in Salesforce.​​​​​​​
  5. Click the New button.
  6. Name your template, choose the Target Object and the Template Category, and click Save.​​​​​​​
    The Target Object will indicate from what object the merge fields will originate. The Template Category will allow searching for templates of a specific category when merging. Multiple categories can be selected by holding down the Ctrl or Cmd key.
    If you want to create labels for individual contacts, choose Contact, otherwise choose Account.
  7. Click the Open Template Builder button to choose the merge fields to insert into your document.
    1. Select fields in the Available Fields section and click Insert Field. Please refer to Template Builder Information for more about the Template Builder.​​​​​​​
    2. Copy the fields in the Template Workspace section in Salesforce, and paste them into your open Microsoft Word document. Add the fields to the upper-left cell only.​​​​​​​
    3. On the Mailings ribbon, click Update Labels.​​​​​​​
      Update Labels copies the fields from the upper-left cell to the other cells on the page and automatically inserts Next Record fields.​​​​​​​
    4. Save the Microsoft Word document.
  8. Click the Done button in Salesforce to navigate back to the Edit Merge Template screen and upload your document by clicking the Select File button.​​​​​​​
  9. Click Save. ​​​​​​​​​​​​​​

Perform the Mass Merge

  1. Click on the Mass Merge tab in Salesforce.​​​​​​​
  2. Choose an existing view or create a new view to select the records to include in the mass merge.
  3. Check the box next to each record that you would like to merge.  
    Alternatively, you can use the links below the table to select all records or all records on the current page.  
    Links to deselect records are available as well.​​​​​​​
  4. Select the Merge Template you created above. 
  5. Enter a Merge Name or select “Set for Me”.
  6. Optional: Select the desired options
    1. Log as Activity – this will create a completed task on each chosen record
    2. Output to PDF – this will convert the document to PDF (not recommended for labels)
    3. Highlight Fields (Word and Excel Preview Only) – this will highlight the merge fields in yellow if you choose to preview the document
  7. Click the Preview button to download a preview of the document with up to 5 of the selected records used as a sample. 
    This is to ensure the resulting merged document is formatted correctly with the correct merge fields.
    1. Make corrections to your Microsoft Word merge template document as necessary.
    2. Upload the edited Microsoft Word merge template document to the merge template in Salesforce using Steps 8 and 9 above.
    3. Repeat the Perform the Mass Merge steps above.
    4. Repeat this until satisfied with the resulting preview.
  8. Click the Merge button to execute the full Merge.​​​​​​​
  9. Stay on the Merge page and the status of the Merge will be updated every few seconds at the top of the page.​​​​​​​
  10. Once the merge is complete you will be redirected to the Merge History record.  
    The merge history record will have an attachment with the entire contents of the merge.  
    Click View to download the merged document.​​​​​​​
  11. Click OK to download and open the label document.​​​​​​​
  12. Print and/or Save the resulting merged document.​​​​​​​
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