Magic Merge includes pre-built Quick Actions that allow users to generate documents or send emails directly from Salesforce record pages. This guide shows you how to add these actions to your page layouts.
Magic Merge provides two Quick Actions that can be added to record pages. Each action is available for specific objects based on the type of merge operation.
Generate PDF documents from the current record. Users can select a template and create a merged document with a single click.
Send personalized emails with merged content directly from a record. Select a template and send without leaving the page.
Quick Actions must be added to your page layouts before users can access them from record pages. Follow these steps to add Magic Merge actions.
Navigate to the Lightning App Builder
Open the record page for the object you want to modify (Account, Contact, or Opportunity)
Click the Highlights Panel component to select it, then click Add Action in the properties panel
Search for Magic Merge PDF or Magic Merge Email and add it to the action list
Drag the action to position it in your preferred order, then Save and Activate the page
Navigate to the Object Manager
Click Page Layouts and select the layout you want to edit
In the palette, click Mobile & Lightning Actions
Drag the Magic Merge PDF or Magic Merge Email action to the Salesforce Mobile and Lightning Experience Actions section
Click Save to apply your changes
Tip: If you don't see the Magic Merge actions in the palette, you may need to override the predefined actions first. Click the wrench icon in the Salesforce Mobile and Lightning Experience Actions section to customize which actions appear.
Yes. Use page layout assignments to show different layouts to different user profiles. You can also create multiple Lightning record pages and assign them based on profile, app, or record type.
Make sure you're editing a page layout for a supported object (Account, Contact, or Opportunity). Also verify that the Magic Merge package is installed and the actions are available in your org. You may need to override the default actions to customize the action bar.
The pre-built Quick Actions are currently available for Account, Contact, and Opportunity. For custom objects, you can run merges from the Magic Merge app using filters to select specific records.
When a user clicks the Quick Action, a dialog appears showing available templates for that object. They can select the template they want to use before generating the document or sending the email.
Need Help? If you need assistance adding Quick Actions to your page layouts or have questions about object support, contact our support team.
