We are currently in the process of migrating from Salesforce Classic to Lightning Experience and are encountering some issues with the functionality of our Apsona tools. Specifically, we are trying to replicate the behaviour of the Mail Merge button in the Lightning list view, which works perfectly in Classic.
In Classic, we had a custom button on the List View for Accounts (and other objects) that allowed users to directly perform a mail merge action. However, in Lightning, when attempting to implement a similar feature, the button redirects users to an Apsona app page instead of performing the action directly in the list view as before.
- Desired Behavior: Button should allow users to perform mail merge directly from the List View, similar to how it worked in Classic.
Could you please provide guidance or steps we might follow to achieve this functionality in Lightning? Additionally, if there are new features or updates in Apsona that we should be aware of for better integration with Lightning, that information would be greatly appreciated.
Thank you for your assistance.
Warm regards,
Divya
@Divya Jyothi Yaddula I know we've talked so just posting here for the sake of others: Currently in Lightning, you can create a merge button directly on record pages but since Lightning list views are not exposed in Salesforce's API, Apsona can not access them and thus a merge button on a Lightning list view is not currently possible. You can create list views from within Apsona and run merges from there. You can also embed Apsona list views throughout Salesforce via a Visualforce page and you can include merge buttons there. If anyone is interested in learning more feel free to email support@apsona.com or visit out Office Hours which are detailed up in the "Group Information" section on this page.
