Prerequisites

• A Report to use as the source for the records to generate documents for

  • At least one Id column needs to be added to the report
  • The report needs to contain at least one data row
• A MergeUp Template based on the same object as the desired Id column

Overview

MergeUp Batch records enable you to easily generate hundreds of documents from your existing Salesforce reports. This step-by-step guide will walk you through the process of creating a new MergeUp Batch record for a report.

Steps

1. To start creating a new batch merge, navigate to the MergeUp Batches tab in the MergeUp Manager or search for "MergeUp Batches" in the App Launcher.
   

   

2. Next click the New button to open the Create MergeUp Batch screen. The first step is to select the desired report. The screen will behave differently depending on how many ID columns are in your report.

   • If the report only contains one ID column, it will be auto-selected for you.

     

   • If the report contains more than one ID column, you will need to select the one you want to merge documents from.

     

   • If your report does not have any ID columns, an error message will be displayed with a link to the report so you can quickly add an ID column.

     

3. The report will run after being selected to determine the available ID columns and number of documents that will be merged. This information will be displayed under the input along with a link to the report.

   

4. Finally, select the MergeUp Template to merge the records into. Only Templates based on a Record Type Query on the same object as the ID column will be displayed.

   

5. Click next, and your MergeUp Batch will be ready to go!

   

Notes

• Templates based on General Type Queries are not currently supported for Report Batch Merging.
• Documents are generated once per unique Id in the report. For example, if an Opportunity report is used for the Batch and the parent Account Id column is selected, only one document will be generated per parent Account even though the Id is found in multiple rows in the report.
• Only the Id columns in the report matter for the Batch. The fields used in the Template still need to be managed from the MergeUp Admin Tool. See Adding Fields to Query

Next Steps

• Learn how to start your MergeUp Batch.

  • Starting a MergeUp Batch
  • Starting Multliple MergeUp Batches
  • Scheduling a MergeUp Batch to Start Later

• Learn other ways to batch merge with MergeUp

  • Generating Multiple Documents from a List of Records in Flows
  • Generating Multiple Documents from a List of Records in Apex