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Merge Connect | Salesforce Document Generation, Easier Than Ever

By Appiphony

Build Templates and Automate Document Generation in minutes

Starting at $14   USD/user/month

Discounts available for nonprofits

Try It
Industries
Financial Services
High Tech
Professional Services
Business Need
Document Generation
Document Management
Process Management
Requires
None
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Generate documents for Microsoft 365 and Google Workspace directly in Salesforce. Experience the easiest, most intuitive template builder in the ecosystem. Automate Salesforce document generation with our custom flow action. Start a free 14-day trial!

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Merge Connect/ver 1.0 1.0.0
Listed On
03/06/2025
Latest Release
08/04/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 7
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 5
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/25/2024

Additional Details

Streamline Document Generation Merge Connect eliminates the frictions of manual doc creation. By pulling real time Salesforce data directly into Microsoft Word, PDF, and PowerPoint files, your team can maintain professional standards easily. The Simplest, Easiest Doc Gen Solution Use Merge Connect to generate professionally branded PDFs, Word documents, PowerPoint decks, Excel Sheets, Google Docs, Slides, and Sheets directly from Salesforce records. Native Salesforce Flow Integration Automate the entire document lifecycle. With the custom Merge Connect Flow action, you can trigger document generation based on any record change: ➤ Record Triggered Flows to generate invoices ➤ Screen Flows to produce polished summaries in seconds ➤ Autolaunched Flows to handle high volume tasks automatically Why Users Choose Merge Connect: ➤ Native Reliability: Built on Salesforce for maximum security and speed. ➤ Agentforce Ready: Future Proof your org with built in support for Salesforce’s AI Agents ➤ Scalable Pricing: Self Service license management with no minimums required. ➤ Support at your FingerTips: Having trouble? We’re here to help. Contact our team for support at any time.

Need help?

Appiphony

Chicago, IL USA

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