-
Questions on webmerge functionalities in Salesforce?
Hey ,
I am currently working on a project and i have to decide weither to choose s-docs , webmerge or conga . I know there is a large difference in the pricing but i am also thinking in term of the functionalities i want to use to create my templates .
Here are some questions that i cannot find any answer. if someone has already worked with the tools , any help will be appreciated :
For conga and webmerge : is there any possibility to edit the template after the merge ?
For S-docs : Can i create a follow up task after the merge ?
For webmerge : there is quite a lot i had issues finding my answers on the support :
Can i send an automatic email right after the merge ?
Can i add a condition so when the user click on the webmerge button it will only fire if certain conditions are valid ?
And finally can i hide a whole table if its is empty so it will not display only the headers ?
Thank you very much .
Log In to reply.
Popular Salesforce Blogs
Making Shift from Salesforce Classic to Lightning – Must Needed Steps to Follow
Salesforce has rolled out its next-gen UI ‘Lightning‘ in 2014. The Lightning platform delivers reimagined user experience to enable fast & seamless app development. Enterprises…
DataLoader in Salesforce - An Introduction
Information Loader is a customer application for the mass import or fare of information. Use it to embed, update, erase, or send out Salesforce records. …
10 Reasons to Switch On Salesforce Lightning
It's been close to 12 months since Salesforce propelled its greatest advancement yet, Lightning. The achievement checked considerably more than a facelift for our items.…
Popular Salesforce Videos
Introduction to Salesforce CTA Exam
The average salary for a Technical Architect is $118,324 per year in the United States. Do you also want to become Technical Exam by cracking…
Salesforce Admin Training: How to add custom fields in salesforce ?
Salesforce Custom fields :- Up to now we have created custom app, custom object and now we are going to create Salesforce custom fields. When…
Salesforce Diagram | Salesforce Diagramming Framework
Diagrams help drive key project decisions, align delivery teams, and help everyone understand where you’re going and what’s been done. Consistent, easy-to-understand diagrams are a…
Popular Salesforce Infographics
Salesforce – The Future of Digital Transformation | An Infographic
Salesforce has been coined as the world’s top CRM company and customer company. It has been soaring high in the clouds, so let’s brush through…
Salesforce Almanac
Salesforce is the number one CRM of the world and it has attained great popularity over the years. Its journey is worth seeing so here…
Things you need to know about Salesforce Commerce Cloud
Salesforce Commerce Cloud a.k.a. Demandware is a highly customized, multi-tenant, and cloud-based Software as a Service (SaaS) eCommerce solution. It offers a wide range of…