Send Salesforce Record Data {as Email functionality} via WebMerge

WebMerge is a great platform that allows our data to populate different types of documents and send it to various other platforms or contact automatically through its enormous integrations with many online platforms Here’s a great feature available for Salesforce to use this WebMerge via its App. It’s a very easy app to configure and use. It gives us wonderful results while using its app in Salesforce. We can populate the Salesforce record data into different documents and send to various contacts as well as on various platforms. Now I am giving a very quick and simple guidance of using this app for sending Salesforce record data to different in emails in the form of a document. Steps for sending the email with merge fields from Salesforce via WebMerge: Click on WebMerge Documents tab. Create New Document. + Choose your Document Type and Click on Create Document . + Format a Document and click on Save and Next ...