Merge documents using the FT button in Salesforce

Last updated Jul 01 2019

In this video, we will show you how to merge your documents (Word) using the FT button in Salesforce.

We will show you :
- How you can select a few records in a "List view" page.
- How to open the FT window by pressing on the "FT generate" button.
- How to select the template and press on the "Merge" button.
- How to download the merged file.

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