Template - Resources

the builder automatically retrieves all fields (both standard and custom) from the selected master object in addition to these, you may need data from other records, record collections, or use variables with predefined values, or store a value that can be used in the building process to achieve this, you create resources by clicking " + create new resource " in the resources section of the builder depending on the type, configure its object type, filters, limits, or values the available types of resources record single variable docid\ vwhs3pzv6unh2 77nrq7n a record single variable represents a single record and holds all its field values it is ideal for working with a specific data entry, such as a contact, opportunity, or account the record can either be related to the main template object or be an independent record fetched using filter criteria once resources are created, to add the fields of the resources, you may need to use actions such as insert field docid\ xuxxbf3cnqkevpq qglsy , insert picture docid\ ecjlal qa4eh1op78bkkh , insert link docid\ zocdzjfdwqe2mow2dqzeb , insert condition docid\ mznwe55hp3sg 1k6fxylc record collection variable docid\ d4biogeef7uoj7eiznung a record collection variable represents a group or list of records from a salesforce object it stores multiple records that meet defined criteria and is typically used when you need to work with repeating data entries, such as a list of products, contacts, or tasks within your document to display the fields of each record in the collection, you may need to use a loop or table structure by applying actions like insert loop docid\ klnvhzwf08dvuzedw68tu or insert table docid\ wrbkuy wz6avv0z sizgl inside these structures, you can add field values using actions such as insert field docid\ xuxxbf3cnqkevpq qglsy , insert picture docid\ ecjlal qa4eh1op78bkkh , insert link docid\ zocdzjfdwqe2mow2dqzeb , insert condition docid\ mznwe55hp3sg 1k6fxylc runtime variable docid\ axlc5bzdbbimwpkbabj9 documents can also be generated from salesforce flows runtime variables allow you to pass dynamic values from a flow into the document at runtime they can hold values such as a user’s email, record id, or other flow inputs you can assign a default value or override it using field data or constants combining resources for advanced logic you can combine different types of resources to create more dynamic templates for example, a runtime variable can serve as a filter input for both record single variable and record collection variable similarly, field values from a record single variable can be used to filter a record collection variable , allowing you to narrow down the collection based on a specific record’s attributes