The Salesforce database using the Secure Sockets Layer connection, and the document is generated entirely within your browser. All data traffic happens between your browser and When you generate a Word or Excel document with the Apsona tool, your data never leaves your Salesforce org. What about data privacy and security? How does it work in that regard? If you need larger email message volume, you might consider our Email Connector product. To a maximum of 5,000 email messages per day. The email component of the merging tool uses Salesforce's built-in single-email-messaging service. (versions 2007 or later), OpenOffice or LibreOffice software, or Google Docs. It is supported on Windows, Mac and Linux platforms, and works with Microsoft Office What browsers and operating systems are supported? Apsona's merge tool works best with Google Chrome, Mozilla Firefox and Microsoft Edge. The Apsona tool does not require any of these features. Yes, Apsona includes complete support for both native and custom objects.ĭoes Apsona's merge tool rely on Salesforce's mail merge features? Salesforce provides a merge feature that relies on Internet Explorer, as well as a feature called extended merge. Records in any of the Salesforce objects via Apsona's console or tabular views.Ĭan I merge data from custom objects or fields? In all of these cases, the data to be merged into the template can be obtained either from an Apsona report, including cross-object reports, or from the One-click merge/mail: Set up a button in a detail page of your Salesforce system, so that clicking the button will generate the result of merging.Email and document generation: Use a specified email template and a specified document template to generate a batch of email messages and documents,Īttach each resulting document to the corresponding email, and send off the emails.Address labels: Generate a list of address labels using standard or custom stationery, with addresses from your Salesforce database.docx file with many pages, one for each record. docx template, and download the results either asĪ. Document generation: Generate a batch of.Email generation: Generate one or more personalized email messages from an email template, and send off the email messages.xlsx template, containing data from one or more Salesforce objects or Apsona reports or Excel generation: Generate an Excel spreadsheet from an Excel.The Document Generator add-on lets you produce a wide range of documents from your Salesforce data: Graphical (WYSIWYG) email template editor Unlimited (depends only on your computer's memory) Per-unit cost based on number of documents/emails generated Supports both native and custom Salesforce objectsīulk document generation (documents for multiple records in one run)Įmail can contain a list (e.g., invoice containing list of items purchased)ĭocuments generated entirely within the browserĮxcel documents support pivot tables and pivot charts More detailed information about email and document merge is available in our help section. Full support for all Excel features, including pivot tables, charts, array formulas, etc.Use your familiar Word or Excel tools to create templates.Fast and secure: Word, Excel or email generation is entirely within your browser - no third-party services used.Run the merge action to generate documents/email
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