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Kickstart Document Automation in Salesforce – Easy as ABC

Deploying a document generation App in Salesforce offers a good way to increase your team’s productivity while maintaining a high quality of work. And with the Documill Dynamo app’s intuitive online template designer, we believe it is pretty much as easy as it could get.

This article will walk you through the key functions of Documill Dynamo, to get you kickstarted with implementing document generation as a Salesforce admin.

Wherever appropriate, we have added a link to snappy instructions on doing the task discussed.

 

Key step: template design

Implementing document automation with Documill Dynamo entails really just one key task: creating a template that holds the content of the document. A good way to create a new template from scratch is to start with one of Documill Dynamo’s sample templates. They allow you to also copy and paste text from your existing documents.

After you have installed Documill Dynamo from Salesforce AppExchange, you can open it

  • in the App tab in Salesforce Classic
  • by clicking the Documill Dynamo tab in the App Launcher in Salesforce Lightning.

From then on, the application will guide you through the steps to choose and open your template.

Figure 1. Documill Dynamo’s template builder.

 

Main taskbar holds the basic functions

When the template opens, you can see right above it a taskbar with the tools for designing and customizing it. They allow you to add static text, images and tables, edit the layout, apply styles, and so forth.

Figure 2. Main Taskbar of Documill Dynamo’s template builder.

 

Add content and control styles with the Tabs

Placed on either side of the template are tabs for adding elements to the document and controlling their styles and settings.

Data tab (1): add Salesforce field data from any of your Salesforce’s standard and custom objects, and other variables too, to your template with drag and drop. Here you can also easily add and edit translations in a template for multilingual use.

Tag tab (2): insert images and dynamic attributes like calculations and triggering of Salesforce events.

Styles tab (3): control the formatting of the styles used in the template.

Components tab (4): insert special components like a product table in your document.

Figure 3. Tabs in Documill Dynamo’s template builder.

 

Make settings 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): access the document’s body, header and footer to edit them.

Settings button (2): define key settings like date, currencies, activating automated email delivery, data sources, formatting of dynamic data, attachments to be added and editing rights of the users, including adding ready-made text sections saved in the Salesforce library and saving options. 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): examine the document just as it will be published in Salesforce.

Save button (4): save your template to Salesforce.

Figure 4. Buttons in Documill Dynamo’s template builder.

 

Give it to users with a couple of easy steps

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 on the template’s main object. To add the button or link, follow the standard Salesforce procedure.

To be able to generate 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 those Salesforce content libraries that store the Documill Dynamo templates and other related files.

Figure 5. Button to generate document in Salesforce object.

 

Once these settings are in place, users can do anything that is needed for creating a document without leaving the Salesforce object the document is related to. You can even enable them to create it with just a click if you wish.

So why not download Documill Dynamo now and try out yourself – or get a demo from us!

Figure 6. A document straight out of Salesforce – with Documill Dynamo.

By | July 20th, 2018|