Where is my merge action? I can't find a merge action.

Merge actions are only available from the data source where you created them. So if you don't see a merge action that you are looking for in the dropdown of choices, you must identify what data source the merge action is dedicated to. See this video for a walk through to find merge actions and their data source in Apsona.

  • Go to Apsona->Settings->Merge Actions (if you are not an admin in Salesforce you will not see all merge actions. Contact your administrator for assistance)
  • Search for your merge action and click on the row once you find it
  • Look for the Data source in the detail panel
  • Visit the data source and click the Mail/Merge button to see it in the dropdown menu.

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