A document generation App in Salesforce allows you to easily create, share and collaborate using MS office or PDF documents. Based on Salesforce and external data, implementing a document generation App in Salesforce offers an easy way to increase your productivity while maintaining a high quality of work.
Here are the key steps to getting started with a document generation App in Salesforce using Documill Dynamo. This article will help you understand the first steps and guide you through the use of the App.
Prerequisites for using a Salesforce document creation App
To be able to compose documents in Salesforce, you’ll need to have an API enabled in your profile in Salesforce and be a Salesforce CRM Content user with access to all Salesforce CRM Content libraries that store Dynamo templates and other related files.
In addition, if your role requires creating and maintaining Dynamo Templates, your Microsoft Word (or Excel, or PowerPoint) has to include the Dynamo Office add-in, and it needs to be logged into correct Salesforce organisation.
If you are the end user, you can generate documents in Salesforce without installing the Add-In, but you will have to sync the files manually. It makes sense to download the Add-In though as by with it, you can sync and manage files from Office automatically.
After you’ve installed Dynamo Services from Salesforce AppExchange, Dynamo will be available in the App menu.
The document generation process starts from a custom button or link in Salesforce and is typically located 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.
Creating and designing a new Word template
Converting an existing Word document to a template is easy and a good way to create a new template from scratch. To convert a Word document to a template, open the document and click the “new” button on Dynamo Office Add-In “template group”. The template wizard will guide you through the template creation. You can design the template using the normal Word tools including adding static text, editing layout, and styles etc.
Once your document becomes a template, more features will appear under the Dynamo tab:
Click any of the buttons below under the Dynamo tab to open the “task pane”, where you can map Salesforce objects and insert dynamic elements without leaving MS Word.
Using the Dynamo buttons
[Data Mapper button] for adding a Salesforce field to your template. Here you’ll see the Salesforce field tree, organised by the selected object for the template, other variables and data sources if available
[Tag button] for controlling the attributes of dynamic fields in your templates.
[Appendices button] For appending other documents to your templates
[Logic button] For defining the document composition process and document flow
[Form button] For creating forms that allow the end users to fill in extra information or impact the final outcome
To save a template, click the “Save As” button and save it to Salesforce and you’re all done.
For more information and support for using Documill Dynamo, visit the Dynamo Resource Centre.