All Documentation for Excel Merge

Excel Merge Managed Package

Configuring Mail Merge component on a Classic page layout

Configuring Mail Merge component on a Lightning page

Configuring the Mail Merge

Adding XL-Connector component to Salesforce Classic page layouts

Configuring a button to download object-specific XL-Connector templates on Salesforce Classic

Configuring a button to download object-specific XL-Connector templates on Salesforce Lightning

Installing XL-Connector Managed Package

Placing XL-Connector Lightning component on any Lightning page

Configuring a button to run XL-Connector 365 Flows in Excel Online

Uploading an XL-Connector template to Salesforce

Creating an XL-Connector template for upload