Magic Merge offers flexible settings to customize how the application works in your Salesforce environment. This guide covers the key configuration options and best practices for setup.
To access Magic Merge settings:
Note: You need administrator permissions to modify most Magic Merge settings.
Choose the default file format for merged documents (PDF, DOCX, XLSX). This can be overridden at the template level.
Specify where generated documents should be stored:
Set a default naming pattern for generated documents. You can use merge fields to create dynamic file names like {!Account.Name}_Invoice_{!TODAY}.
Configure the default "from" email address for merge emails. You can use:
Link Magic Merge to your Salesforce email templates or create custom templates within the app. Configure default subject lines, body content, and CC/BCC recipients.
Choose when emails are sent:
Set the number of records processed per batch for large merge jobs. Lower values reduce system load but increase processing time.
Configure maximum processing time for individual merges to prevent long-running jobs from consuming resources.
Define which users or profiles can:
Magic Merge respects Salesforce sharing rules and field-level security. Configure whether the app should run in:
No. Magic Merge comes with sensible defaults. However, customizing settings to match your organization's needs will improve the user experience.
Most settings are organization-wide, but individual users can set personal preferences for things like default templates and notification preferences.
Active merge jobs continue with the settings they started with. New settings apply to jobs initiated after the change.
Best Practice: Test configuration changes in a sandbox environment before deploying to production to ensure they work as expected.
