Mail Merge Tab for Custom Record not Available for Custom Role

Pre-requisite: Enable Mail Merge feature under Setup > Company > Enable Features > CRM tab.

Steps to Reproduce:

1. Navigate to Customization > Lists, Records, & Fields > Record Types.
2. Click on the name of the record type.
The Custom record has the following settings:

• Enable Mail Merge = Yes

• Access Type = Use Permissions List

• Permissions tab > Custom role column is added with Edit Level of Access.

3. Log in as the Custom role and create a new Custom record/view an existing record.
Actual Result: Mail Merge tab is not available.

To resolve the problem, perform the following:

1. Navigate to Setup > Users/Roles > Manage Roles.
2. Edit the custom role.
3. In Permission tab > Lists subtab, add the following permissions with a minimum permission level of Create.

• Track Messages

• Mail Merge

4. Click Save.