Overview

MergeUp offers flexible options to merge documents directly within Salesforce, catering to a variety of needs from quick single merges to large-scale batch merges. This article provides an overview of the out of box merging methods and custom integration options available in MergeUp.

Purpose

The purpose of document merging in MergeUp is to streamline the creation of personalized and data-driven documents. Whether users need to merge one document at a time or process hundreds in bulk, MergeUp ensures efficiency and flexibility.

Key Functionalities

1. Merging Single Documents via UI

   • Use the Merge Single Document Component, a Lightning Web Component that can be added to record pages. Users can select templates and merge documents in formats like DOCX or PDF.

2. Batch Merging Documents

   • Leverage the MergeUp Batch Record to merge hundreds of documents efficiently using Salesforce reports.

     • Generating Multiple Documents Based on a Report

3. Custom Integrations for Merging

   • Single Document Merging: Use provided Apex methods or Flow actions to merge a single document programmatically.

     • Using Apex
     • Using Flows

   • Batch Document Merging: Utilize Apex methods or Flow actions to initiate and manage batch merging processes

     • Generating Multiple Documents Using Apex
     • Generating Multiple Documents Using Flows

Key Terminologies

• Merge Single Document Component: A standard Lightning Web Component used for individual document merges.
• MergeUp Batch Record: A tool for bulk merging documents based on Salesforce reports.
• Apex Methods: Server-side Salesforce code that enables custom document merging operations.
• Flow Actions: Salesforce automation tools that support merging documents through flows.

Conclusion

MergeUp simplifies document merging by offering intuitive UI components like the Merge Single Component and MergeUp Batch Record, while also supporting advanced customization through Apex methods and Flow actions. These functionalities empower users to meet their merging requirements effectively, whether using out of box methods or custom implementations.