Document Generation Test Drive
In this test drive, we will explore how CloudFiles Doc-Gen generates customizable documents (DOCX, XLSX, PPTX, and corresponding PDFs) from Salesforce Object records and templates created using Microsoft Word or Power Point or Excel. The entire process takes less than a minute to complete.
In order to access this test drive, head over to our Salesforce AppExchange listing & click on the Test Drive button. Enter your information to open the test drive org. Once the test-drive is open, navigate to this article within the 'Instructions' tab of the Test Drive.
To test out this feature, follow the simple instructions below.
1 - Go to 'Contracts' tab and create a new Contract.
2 - Fill in all the required fields in the 'New Contract' form:
- 'Account Name' : Choose an existing account or create a new one.
- 'Price Book' : Select "CloudFiles Price Book" from the options.
- 'Contract Image URL' : Provide a public URL for an image.
- 'Contract Start Date' : Pick a date.
- 'Customer Signed Date' : Pick a date.
- 'Contract Term' : Enter a numerical value.
- 'Customer Signed By' : Select an existing contact or create a new one.
3 - Once the Contract is created, open it and find the 'CloudFiles' Doc-Gen component on the record.
4 - The component will display templates configured for the 'Contract' object.
5 - Click the drop-down next to a template and select either 'Generate PDF' or 'Generate DOCX/PPT/Excel' to create the document.
6 - The file generation takes a moment of time.
7 - Once generated you can
- 'Download' the document to your computer
- 'Copy to Salesforce Files' to save it as a Salesforce file on the record.
Refer to the GIF below for visual understanding of the above steps -
The below image displays the 'Contract' Template configuration:
We have seen a very specific use-case of document generation on Salesforce Contract records. However, there are many variations of this possible such that it can fit your custom use-case. Check the pointers below -
- We have shown this demo only on the Contract, however CloudFiles Doc-gen supported for all standard and custom objects within Salesforce.
- You can generate documents from from multiple templates configured for an object.
- Here we have shown the conditional insertion on Text, but the same can be set on any content.
- The Table is generated based on the 'Price Book' related list, however you can configure the same with any record collection and also customize the columns as you want.
- You can customize the templates to incorporate branding elements, company logos, and stylistic preferences, ensuring your organization's visual identity.
- Integrate document generation with Salesforce workflows and CloudFiles actions to automate the creation of documents based on specific triggers or events, store the generated document in desired location in connected external storage etc.
There are other test drives available that might be of interest to you as well. Head back to the Test Drive article to continue testing.