-
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
How do Salesforce consulting companies help your business grow?
Salesforce has time and again proven to be the best platform-as-a-service cloud CRM in the world. At present, Salesforce is the most widely used cloud…
Want to Hire the Best Salesforce Consultants? Here’s Everything You Should Know!
There’s hardly anyone in the business industry who is unaware of Salesforce. We all know Salesforce to be the no. 1 CRM in the world…
Read this before you choose your Salesforce Consultant
So, you’ve decided on Salesforce, the World’s #1 CRM as your preferred Cloud computing platform, which is a great choice! Salesforce is one of most comprehensive CRM…
Popular Salesforce Videos
Client Side Search in Lightning Component Salesforce | Lightning Data Table
In this video, I will implement the Client-Side Search functionality in Lightning Data Table in a Custom Lightning Component. Client-Side Search allows users to search…
Salesforce Apex Rest API Integration | Salesforce Integration
As you know Salesforce is an online cloud solution, we might be required to integrate Salesforce with some other third party tool. We have released…
PayPal + Salesforce | Democratizing Financial Services
Hear PayPal leaders share how Customer 360 has helped the company accommodate an increase in digital payments with a frictionless process that supports small and…
Popular Salesforce Infographics
How to Increase Employee Productivity Without Increasing Stress?
Are you looking for ways to increase employee productivity? Want to do it without cracking the whip and making everyone unhappy? Salesforce share their productivity…
Infographic: State of Service 2019
Did you know that 64% of people think that customer experience is more important than price in their choice of brand? The new trends in customer service…
Why Integrate Your Pardot Account with Salesforce?
Salesforce Sales Cloud is primarily a sales tool while Pardot is a marketing automation platform. Both are designed to increase sales and maximize efficiency for…