How to develop letters in salesforce?

Let’s check out the steps:

Step 1: Login to Salesforce.

Step 2: Open Docs Made Easy from the App launcher.

Step 3: Click on Document setup. Then click Launch wizard.

Step 4: Enter Button Name, select a Salesforce object and click on Create.

Step 5: Click on Next.

Step 6: Click on Create New Document Template.

Step 7: Click on Merge Field Helper.

Step 8:  From the Insert field list, click on Account Name.

The system will auto-generate the merge field syntax: {{Account.Name}}. Then, click Copy to Clipboard.

Step 9: Click on Account Phone. Click on Copy to Clipboard.

Step 10: Click on Billing Zip/Postal Code then click on Copy to Clipboard.

Step 11: Click on the Insert Related List. From the Available Related List, Contacts

Under Child Object Field, choose the required fields such as:

• Name

The system automatically generates the table merge syntax.

Step 12: Copy the generated table merge syntax.

Step 13: Paste all the syntax into the template editor.

Step 14: Reopen the Upload Template window, enter the template Name, upload the Template file in the Attachment, and click Save.

Step 15: In the Document Setup, click on Next.

Step 16: Click on Next again.

Step 17: Click on Go to Page Layouts.

Step 18: Click on Account Layout.

Step 19: From Mobile & Lightning Actions, drag and drop the Generate Letter button below in Salesforce Mobile and Lightning Experience Actions.

Step 20: Click on Quick Save.

Step 21: Go to Account Record and click on the Generate Letter button.

Step 22: Click on Download (Template).

Step 23: The system will start generating the document.

Step 24: Open the generated document and you are done.

                                                                                      Thank You