Regarding the date formatting and translation of month names in document merges: while it's expected that your Salesforce language and locale settings would control this, this is a known limitation in most merge tools, including Apsona.
Why the Issue Occurs:
Even though your Salesforce settings are updated, merge engines often rely on:
The organization’s default locale, or
A fixed internal formatting setting
This means date fields might still appear in formats like YYYY-MM-DD and in English, regardless of your user’s locale or language preferences.
Recommended Workaround:
To reliably show dates in your preferred format and language:
Create a custom formula field (Text) on your object to output the date in the required format.
Example: to show 25 enero 2024, use a formula that constructs this format.
Use this formula field in your merge template instead of the raw date field.
This method ensures the merged output reflects the correct format and language, bypassing tool limitations. If you need help setting up this formula or updating the template,