Delete a merge template

Deleting a merge template permanently removes it from the File from Templates feature and the Template Builder tab.

Deleting a merge template is necessary when you need to remove a template permanently for reasons including, but not limited to, permanently retiring a template.

Note: Deleting merge templates will not affect any documents that have already been generated.

To delete a merge template

  1. Navigate to the Drive Connect application in Salesforce’
  2. Select the Template Builder tab
  3. Click on the View Templates in Drive button on the top right (this will open a new window)
  4. Find and move the appropriate Google Doc merge template to the Trash.