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Getting Started with a Document Generation App in Salesforce

Deploying a document generation App in Salesforce offers an easy way to increase your productivity while maintaining a high quality of work. It allows users to easily create, share and collaborate on PDF documents, based on document templates populated with (primarily) Salesforce data.

This article will help you understand, how you as a Salesforce admin can get easily started with implementing document generation using Documill Dynamo app and guide you through its use.

Creating and designing a new template

Implementing document generation begins with creating the document template that will be populated with dynamic content every time a user generates a document. A good way to create a new template from scratch is to start with one of Documill Dynamo’s sample templates, which allow you to also copy and paste text from your existing documents. In the examples below, we are using the ready-made Quotation template with product pictures.

After you’ve installed Dynamo Services from Salesforce AppExchange, you can open it in the App tab of Salesforce Classic or, in Salesforce Lightning, under the App Launcher in the Documill Dynamo tab.

From then on, you are guided through the steps to choose and open your template.

Using the taskbar

When the template opens, you can design and customize it using the tools available in the taskbar of Documill Dynamo’s template editor. Placed right above the template, they allow you to add static text, edit the layout, define styles, and so forth.

Using the tabs

On either side of the document template, you have tabs that allow you to add elements to the document and control their styles and settings.

[Data tab
(1)] For adding Salesforce field data to your template with drag and drop from the Salesforce field tree. It is organized by the selected object for the template and there is also another tree for picking other variables. Here you can also control translations in templates for multilingual use.

[Tag tab (2)] For adding dynamic attributes: calculations and triggering of Salesforce events.

[Styles tab (3)] For controlling the formatting of the styles used in the template.

[Components tab (4)] For inserting special components (e.g. a product table) on your document.

Using the buttons

The buttons at the top of the screen allow you to make basic settings, preview the document and save it and get back to the default document editing mode.

[Document button
(1)] For editing the document body, header and footer. These can be accessed by clicking the buttons under the main document button.

[Settings button (2)] For defining key settings like data sources, formatting of dynamic data, attachments to be added and editing rights of the users. Here you can also access the advanced mode for creating custom workflows (e.g. quick document approval, document package processing and forms for additional choices).

[Test button
(3)] For examining the document just like it will be published in Salesforce.

[Save button (4)] For saving a template to Salesforce. Just click the arrow beside the Save button and choose “Save As” and you’re done.

Giving it to users

For users (whether it is you or any of your team members), the document generation process in Salesforce starts by clicking a custom button or link located typically on the template’s main object. If the document is mainly based on opportunity record’s data, the button should be added to the Opportunity object. To do this, follow the standard Salesforce procedure.

To be able to compose documents in Salesforce, each user needs to have an API enabled in their profile in Salesforce. They must also be Salesforce CRM Content users with access to all Salesforce CRM Content libraries that store the Documill Dynamo templates and other related files.

For more information and support for using Documill Dynamo, visit the Dynamo Resource Center or contact us directly.

By | May 24th, 2018|

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