In this video we will show you how to merge your documents using the FT package for Salesforce.
We will show you:
- 2 different PDF mappings we've set up for this example which we will use to demonstrate the Merge feature.
First: in Detail page and then also in the List view page.
In the Detail view you'll see:
- How to open the Generate window in Salesforce using the FT button..
- How to select more than one form (that contains document generation).
- How to click on 'Merge' button.
- How to download the merged file.
In the List view page you'll see:
- How you first need to select a single record or more.
- How to open the Generate window in Salesforce using the FT button..
- How to select more than one form (that contains document generation).
- How to click on 'Merge' button.
- How to download the merged file.
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