Insert Field

use the insert field action to map values from salesforce into specific fields in a pdf form when the document is generated, those fields are filled with data from the salesforce record steps to insert a field navigate to the document generation tab in the cloudfiles app and open the pdf form in edit mode using the menu (⋮) next to the template click on the text field area in the pdf where you want to place the value in the right hand panel, select insert field from the dropdown, choose the salesforce field you want to use the selected field is now mapped to that position in the pdf use case let’s say you need to generate a w 9 form for each contact record in salesforce instead of manually entering the contact’s name, address, or tax details each time, you can set up the pdf template to automatically fill these fields using insert field action steps upload the w 9 pdf as a new template in the document generation tab click the menu (⋮) next to the uploaded file and choose edit in the right panel, set the platform to salesforce and choose contact as the object click submit to open the pdf editor click on line 1 (under name of entity/individual) and insert the contact’s full name using contact name for line 2, insert a business or company name (e g , contact account name or a custom field) insert address details into lines 5 and 6 using mailingstreet mailingcity mailingstate mailingpostalcode after mapping all fields, click publish to save the template refer to the video demonstrating how to configure a w 9 form using salesforce contact data the section from 00 00 to 01 14 covers how to use insert field to add values like name, address, and tax id into the pdf using fields from the contact object