Building merge action templates in Microsoft Word for use in Apsona merges is not complicated but does require specific steps and takes a little practice. These resources can help get you on the right path to building healthy merge fields for your Word templates:
- Merge actions in Apsona require three components: A data source (usually in the form of an Apsona report), a template (usually in the form of a Word document), and a merge action that you build in Apsona. This video is a great first step. It's a step by step tutorial that shows you the entire merge action process and includes best practices for building merge fields.
- Building merge fields in Microsoft Word involves several clicks. To save time, use our Word Macro. See this article (and video) which gives you a one click solution to building merge fields in Word.
- After reviewing the above resources, you may need a refresher on healthy merge field creation. This quick informal video provides more tips on building a merge field in Word.
- Lastly, did you know that you can run a merge action from a button on a record page? This video (and article) shows you how to set up merge buttons on Salesforce record pages.