Merge Connect

Highlights

• GENERATE DOCUMENTS USING SALESFORCE DATA. Generate PDFs, Microsoft Word, Excel, and PowerPoint files alongside Google Docs, Sheets, and Slides directly from Salesforce record pages. Combine generated and uploaded files into a single bundled document.
• THE EASIEST TEMPLATE BUILDER IN THE ECOSYSTEM. Experience the easiest template builder in the ecosystem. The Merge Connect Template Builder brings an elegant, familiar, no code experience into your Salesforce org.
• AUTOMATE DOC GEN WITH SALESFORCE FLOW. Automate your workflows with support for Record Triggered, Screen, and Autolaunched Flows. The Automate Merge custom Flow action makes it easy to generate quotes, proposals, contracts, and more.
• VIEW GENERATED DOCUMENTS FROM SALESFORCE RECORD PAGES. The Merged Documents Lightning Component displays generated documents directly in their corresponding record, improving document management and visibility in your org.
• A NATIVE EXPERIENCE FOR EVERY ECOSYSTEM. Merge Connect automatically adapts its UI to match your team's platform, providing an intuitive experience for both Google and Microsoft teams.
• AGENTFORCE READY AUTOMATION. Future proof your workflows with our Agentforce Extension at no additional cost. Use natural language prompts and drop down selections to allow AI agents to draft dynamic content during conversations.
• NO MINIMUM LICENSE REQUIREMENT. With Appiphony apps, there is no minimum to meet when purchasing licenses. Buy what your org needs, nothing more.
• ANNUAL AND MONTHLY PAYMENT OPTIONS. Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.
• SELF-SERVICE PURCHASE MODEL. Appiphony apps are easy to install, use, and manage, too. Our custom payment center allows you to add or reduce licenses directly in the app. No need for a phone call to adjust your subscription.