Running Merge Jobs

Merge jobs are the process of generating documents from your templates and Salesforce data. This guide covers how to run merge jobs, monitor progress, and troubleshoot common issues.

Starting a Merge Job

Quick Merge (Single Record)

1. Navigate to a Salesforce record
2. Click the Magic Merge button or action
3. Select a template from the dropdown
4. Click Generate

Batch Merge (Multiple Records)

1. Open the Magic Merge app
2. Click New Merge Job
3. Select your template
4. Choose records using a filter or list view
5. Configure output options
6. Click Run Merge

Merge Job Options

Output Location

Choose where generated documents are saved:

• Salesforce Files - Store in the Files section
• Record Attachments - Attach to individual records
• Both - Save in Files and attach to records
• Download Only - Generate and download without saving

File Naming

Specify how files should be named using merge fields:

Invoice_{{!Account.Name}}_{{!TODAY}}

Output Format

Override the template's default format if needed:

• PDF - For final, non-editable documents
• DOCX - For editable Word documents
• XLSX - For editable Excel spreadsheets

Monitoring Merge Jobs

Job Queue

View all active and queued merge jobs from the Merge Jobs tab:

• Queued - Waiting to process
• Processing - Currently generating documents
• Completed - Successfully finished
• Failed - Encountered errors

Progress Tracking

For batch jobs, you can see:

• Total records being processed
• Number of records completed
• Estimated time remaining
• Any errors or warnings

Notifications

Configure email or in-app notifications for:

• Job completion
• Job failures
• Warning messages

Merge Job Results

Accessing Generated Documents

After a merge job completes:

1. Navigate to the job in the Merge Jobs tab
2. Click View Results
3. Download individual files or bulk download all
4. Access files from record pages or Salesforce Files

Merge History

All merge jobs are logged with details including:

• Who ran the job
• When it was executed
• Template used
• Number of records processed
• Success/failure status

Troubleshooting

Common Issues

Merge Job Stuck in Queue

Check if you've reached your concurrent job limit. Wait for other jobs to complete or contact support to increase limits.

Missing Data in Output

Verify that:

• Merge fields are spelled correctly
• Fields exist on the object
• Running user has permission to access fields

Job Failed with Errors

Review the error log in the job details. Common causes include:

• Template formatting issues
• Invalid merge field syntax
• Salesforce governor limits exceeded
• Insufficient storage space

Bulk Operations

Processing Large Record Sets

For merges with thousands of records:

• Jobs are automatically batched into manageable chunks
• Processing continues even if individual records fail
• Partial results are available before job completion

Scheduled Merges

Automate recurring merge jobs by scheduling them to run:

• Daily, weekly, or monthly
• At specific times
• With predefined filters and templates

Common Questions

How long do merge jobs take?

Single record merges typically complete in seconds. Batch jobs depend on record count and template complexity, usually processing 50-100 records per minute.

Can I cancel a running merge job?

Yes. Click the cancel button next to the job in the queue. Already generated documents will remain, but no new documents will be created.

What happens if my merge allocation runs out?

Jobs will fail until your allocation resets (monthly) or you upgrade your plan. You'll receive warnings as you approach your limit.