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How to Start with Document Generation in Salesforce

What is Document Generation? Document Generation (also referred to as “Document Automation”) describes the process of automatically forming documents based on ready-made template and conditions. With the development of data cloud storage to get rid of data [...]

By | June 27th, 2019|Categories: Document Generation, Implementation|Tags: , |

Digital Transformation: Lessons from the pioneers

Learn from the pioneers the challenges in digital transformation and how to overcome them. 91% of the respondents believe that these problems will impact the revenue negatively. The challenges   Recently, Mulesoft – a Salesforce company– [...]

By | June 11th, 2019|Categories: Document Generation|Tags: , , , |

The Essential Guide to Document Generation in Salesforce

A document generation App in Salesforce allows you to generate rich format documents by using data from Salesforce to create PDF or HTML documents based on templates. But what do you need to know before [...]

5 Must-Have Salesforce Reports to Power Up Your Sales Team

Reporting from Salesforce data is a great way to get insight into your sales performance. In this article, we outline the top 5 reports all sales teams should have on their salesforce.com dashboard to effectively [...]

By | May 27th, 2019|Categories: Productivity, Sales Enablement|

Document Collaboration Easy as ABC

So you have automated document generation in your Salesforce CRM. But now you would need to work on a document together with your workmates before getting it approved and sending it off to your customer. [...]

CPQ for Leading Manufacturer with Excel, Salesforce and Documill Dynamo

A leading North-European manufacturer of maritime technology needed to modernize the quoting process in one of its product lines. They chose to simply integrate their existing Excel files with Salesforce using the Documill Dynamo app. [...]

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