-
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
Delivering Superior Customer Service with Salesforce in Digital Lending
Digital Lending is a process where financial institutions offer loans and other lines of credit digitally, without the need for face-to-face interaction. This can be…
Easily Migrate to Lightning Knowledge from Classic Knowledge with This Strategy Guide
Your support reps can spend hours just juggling interfaces if your Service Cloud is in Lightning but Knowledge continues to be in Classic. This switching…
Expertise and Support: The Key Benefits of Choosing a Salesforce Partner Company - InfoDrive Solutions
Salesforce is a powerful platform that can help businesses streamline their operations, increase productivity, and improve customer relationships. However, implementing and managing Salesforce can be…
Popular Salesforce Videos
Wow Your Customers with Salesforce Customer 360
Salesforce Customer 360 helps companies unite their teams to deliver amazing wow-worthy experiences beyond customer expectations.
What are Apps and Tabs in Salesforce?
In this video, Shrey is not only teaching but also demonstrating to you "What are Apps and Tabs in Salesforce?" You will be learning: 1.…
From ₹5000 Salary to Salesforce MVP - Journey of a Small Village Boy
Story of Salesforce MVP Amit Singh Session Includes: [00:14:00] 📌 How Amit Singh started his career in Salesforce as a Fresher. [00:30:45] 📌 How Amit…
Popular Salesforce Infographics
Which Salesforce Certification is Right for You?
This informative infographic will help readers to decide which Salesforce certification is right choice for their Salesforce career.
Salesforce Buzz | An Infographic
While Salesforce has been coined as the World's #1 CRM, there has been a constant buzz around the stats and facts of it. Almost 58%…
How to Use Psychology to Target Your Buyer?
Ever wanted to get into the minds of your customers and figure out how they think? Ever wanted to know the best methods to convince…