14-Day Free Trial - Magic Merge Knowledge Base

Understanding Your 14-Day Free Trial

Magic Merge offers a comprehensive 14-day free trial that gives you full access to all features without requiring a credit card. This guide explains what's included in your trial, any limitations, and how to get started.

What's Included in Your Trial

Your 14-day trial begins immediately upon installation from the Salesforce AppExchange:

  • 10,000 record merges - Generous allocation to thoroughly test the platform
  • All premium features - Every feature available in paid plans with no restrictions
  • Unlimited users - Invite your entire team to evaluate Magic Merge
  • Real Salesforce data - Test with your actual data and workflows

Trial Limitations

PDF Watermarks

PDFs generated during your trial will include watermarks. These are automatically removed once you subscribe to a paid plan.

Email Restrictions

Email sends are limited to the running user during the trial. This allows you to test email functionality while preventing accidental bulk sends.

Note: No credit card required. You won't be automatically charged when your trial ends.

Installation Options

  • Sandbox - Test in a safe environment before deploying to production
  • Production - Install directly in your live Salesforce environment

Both options provide the same trial features and limitations.

After Your Trial Ends

When your 14-day trial concludes, you'll need to select a paid plan to continue using Magic Merge. You will not be automatically charged.

When you subscribe:

  • All configurations and templates are preserved
  • PDF watermarks are removed
  • Email restrictions are lifted
  • Merge allocation updates to your plan tier

Common Questions

Can I extend my trial?

Trial extensions are handled on a case-by-case basis. Contact our sales team if you need more time to complete your evaluation.

What happens to my data after the trial?

All configurations, templates, and settings are retained. If you don't subscribe, Magic Merge functionality will be disabled until you activate a subscription.

Can I install in multiple environments?

Yes. Each Salesforce environment (sandbox or production) requires its own installation, and each will have its own 14-day trial period.

Need Help? Our support team is available throughout your trial to answer questions and help you evaluate Magic Merge. Contact us anytime.