Adding Documents Buttons to Salesforce Page Layouts

Not only do you have the option to set up criteria for generating documents automatically, users can also generate documents on demand using the WebMerge button on a Salesforce record. The objects automatically supported by Documents for Salesforce are Account, Case, Contact, Lead, and Opportunity.

**If you are using another Standard/Custom Object, please read this article on setting up Custom Objects and Buttons.

 

From Setup, open the Object Manager and select the Object whose page you want to add the button to. From the left panel, select Page Layouts

 

Drag the Documents button into the Custom Buttons section of the Page Layout.

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  • Jeremy, how would you add the Webmerge button to a lightning layout (specifically on the contact).

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  • Hello Jenn,
    I am happy to answer your question!
    I apologize but these screenshots are out of date. We are working to update the screenshots to reflect the Salesforce Lightning changes.
    This is how you would navigate to add a WM button to a Lightning layout:
    Go to your Contact > in the upper right hand corner, select the gear with the lightning icon > select Edit Object > select Page Layouts > select the layout you want to add the button to > select Mobile & Lightning Actions > select the WebMerge button and drag it down to the Salesforce Mobile and Lightning Experience Actions section of the page.
    Please reach out if you have any further questions!

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