Using Merge Single Document LWC - Record
The Merge Single Document component enhances the functionality of record pages and page layouts, streamlining the document creation process for effortless efficiency
Admins - Configuring MergeUp
Using Merge Single Document LWC - General
Much like the Merge Single Document LWC - Record, the General option offers the versatility of placement on Home pages and various non-record pages.
Using Merge Single Document LWC - Experience Cloud
Learn how to set up the Merge Single Document Component in an Experience Cloud site, enabling community users to seamlessly generate documents from Salesforce records using MergeUp. This guide walks administrators through configuration, permissions, and deployment for a smooth integration.
Using Flows
Flows can be a potent tool for automating processes within your organization, especially when it comes to streamlining document generation.
Using Merge Document (Async) in Flows
Use the Merge Document (Async) Flow action when a transaction may submit more than 10 merge requests or when you want to monitor completion later.
Using Quick Actions
A Quick Action provides the convenience of clicking a button directly on your record page, eliminating the need for the Merge Single Document component.
Using Apex
Apex is a powerful tool within the Salesforce ecosystem, and MergeUp extends its document generation capabilities by offering a range of built-in Apex functions.