Document Generation LWC
The CloudFiles Doc Gen LWC can be easily added to any object's record detail page in Salesforce. Once added, this widget will display all the published templates related to that object. Users can then generate documents in either DOCX or PDF format, which will be automatically downloaded upon generation.
Follow the steps below to add CloudFiles Doc Gen widget to any page -
- Go to any Object's record detail page and click “Edit Page” Button.
- Lightning builder for this page will open. Drag and drop the "CloudFiles Doc Gen" widget into the desired location.
- Save and exit the builder.
- Refresh the Salesforce record page.
- The widget displays all the published templates for that object.
For visual understanding, refer to the video below -
Setting up the CloudFiles Document Generation feature within your Salesforce environment is a straightforward process that starts with installing the CloudFiles Word add-in and connecting it to your Salesforce Org. Once configured, the CloudFiles Document Generation Lightning Web Component (LWC) can be easily added to any object's record detail page, allowing users to generate documents with Salesforce data seamlessly.
Note - If you're on a paid plan, reach out to the CloudFiles support team for further assistance, at - [email protected]