MergeUp Admin Demo - Your Salesforce Document Generation Tool

Описание: In this Admin and Setup Demo we go through the basics of setting up your first template in MergeUp.
Within 5 minutes you can be up and running with automated documents.
Chapters:
00:41 Setting Up the Base Template
00:57 Create Template Groups
01:30 How to Edit Queries
01:44 Adding Fields To Queries
02:48 Copying Fields with Actions
03:05 Editing the Word Template
03:58 Uploading the Template to Salesforce
04:14 Adding the MergeUp Component to a Lightning Record Page
04:56 Merging a Document
05:10 Advanced Admin Demo Topics

Let us know if you have any questions by emailing us at [email protected] or schedule a personalized demo at mergeup.io