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THE GLITCH DOCTOR / RESEARCH & DEVELOPMENT
Merge

Your Salesforce data.
Your documents.
A better way to connect them.

The name is under wraps. The mission isn’t: make document creation feel like it belongs in Salesforce. Less wrestling with templates. More control over the result.

Name classified. Development underway. Public availability and pricing haven’t been announced.
DECLASSIFIED / INTERACTIVE CONCEPT

From a record to something ready to share.

Explore this interactive concept using fictional data. It illustrates the direction, not the current product interface.

Interactive concept
Merge StudioLIVE CONCEPT
DOCUMENT PREVIEWSample data only
EVERGREENILLUSTRATIVE DOCUMENT
PREPARED FOR ALEX & JORDAN

Household Summary

A clear view of the details that matter.

HOUSEHOLDEvergreen Household
PREPARED BYJamie Parker

Your household

MemberRelationship
Alex EvergreenPrimary member
Jordan EvergreenSpouse
A note from your advisor

Let’s make sure your information is up to date before our next conversation.

WHAT I’M WORKING TOWARD

Built from the problem outward.

Salesforce at the center

The goal is a document workflow rooted in Salesforce records, with Salesforce Files playing a part in the experience.

A better design workspace

A visual designer with room for your content, fields, and controls. Built to make working on a template feel manageable.

A practical migration path

Existing templates are the starting point. Complex layouts and formulas are being worked through as development continues.

A FEW FAIR QUESTIONS

Here’s where things stand.

Can I use the product today?

The product is still in development. Get in touch if you’d like to discuss your document needs and potential early access. A general release date hasn’t been announced.

Can I bring my existing templates?

That’s part of the plan. Import capabilities are being developed against real templates, with complex layouts and formulas getting particular attention. Not every template will transfer unchanged.

How much will it cost?

Pricing hasn’t been announced. This is being developed as a commercial product.

Can you help with my Salesforce work now?

Yes. Salesforce consulting and custom development are available independently of this project. Explore consulting services.

HAVE A DOCUMENT HEADACHE?

I’d like to hear about it.

Your real-world use case could help shape what comes next.

Talk about the project
NEW CONVERSATION

What’s getting in your way?

Tell me what you’re working on, what’s broken, or what you wish Salesforce could do. We’ll start there.

Schedule a conversationChoose a time on my calendarEmail Johndoc@theglitchdoctor.comGive me a call(971) 260-6993

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