Adding WebMerge Buttons to Salesforce Page Layouts

Not only do you have the option to setup 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 WebMerge 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.

 

View a record from each of these objects and click on Edit Layout in the upper right menu. 

 

Click on the Buttons section and you will see a WebMerge button.

 

 

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

 

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