Imagine generating documents in Salesforce as effortlessly as clicking a button. With Apsona’s Button-Merge-Only Licenses, that’s exactly what you get—a seamless, one-click solution for all your document needs. Whether you’re drafting a contract, crafting a thank-you note, or creating a report, our Button-Merge-Only Licenses make it a breeze.
What Are Button-Merge-Only Licenses?
Apsona’s Button-Merge-Only License is ideal for users who primarily need to generate documents in Salesforce with a single button click. This license type focuses on “point merge” tasks—allowing users to create individual documents effortlessly without navigating through complex processes.
Key Features:
- Document Generation: Generate MS Word, MS Excel, and PDF documents directly from Salesforce detail record pages. You can also send emails directly from the detail page record.
- Focused Functionality: This license is tailored solely for document creation. Users won’t access the Apsona interface, reports, or embedded views/charts in Salesforce, ensuring a streamlined experience.
Use Cases:
- Nonprofits: Produce thank-you letters and receipts for donors with a single click, making donor management more efficient.
- Higher Education Fundraising: Develop and send personalized donor acknowledgment letters, grant proposals, and event invitations effortlessly, saving valuable time and effort.
- Government Agencies: Generate and distribute compliance reports, policy documents, and public notices swiftly, ensuring timely communication and compliance.
Simplified Button Setup and Utilization
System Administrators have the ability to create and place these buttons on relevant Salesforce layouts, making them easily accessible for users. Here’s a quick overview of how you can set up these buttons:
Note that the following setup options are specific to Salesforce Classic:
- Salesforce Detail Page: Create custom buttons for detailed record pages, allowing users to generate documents with a single click.
- Salesforce List Page: Add buttons to list pages for batch processing tasks, such as generating multiple documents at once.
- Sidebar Component: Place custom links in the sidebar for quick and easy access to document generation features.
For users in the Lightning Experience:
- Lightning Experience: Apsona’s Lightning Components enable you to embed merge buttons on detail pages. Ensure My Domain is enabled to utilize this feature.
Special Offer
For a limited time, when you purchase 10 Apsona for Salesforce licenses and 10 document and email licenses, you’ll receive a second set of 10 button licenses for free! This is a fantastic opportunity to expand your document generation capabilities and streamline your processes.
Ready to take advantage of this offer? Contact us today to learn more and get started with Apsona’s Button-Merge-Only Licenses!
