Do you need to generate automatically customer documents in different language versions in Salesforce?
Even with CRM platforms as versatile as Salesforce, this has not been exactly smooth – so far. But Documill Dynamo document automation app’s new translation matrix changes all this. So goodbye to big template libraries, jumping between apps and – yuck – custom coding in Salesforce.
We explain in this article how it works – with both a Windows and Mac computer. To try it out yourself using a sample template that comes with the app, download the free trial version of Documill Dynamo.
Open the template
1. Choose the simple quotation template (1)
2. Click Next (2) and proceed to open the template following the instructions on the screen
Access the translation matrix
3. When the template opens, under the Data tab (3a), click Translation (3b) and Enable Translation (3c)
4. Hover the mouse over the Labels heading and click on the editing icon(4) – the matrix opens
5. Click on the + sign (5) on the far right to create a new column in the matrix for your new language
6. Define the language by keying in a Salesforce language code (6a) and click OK (6b)
- For convenience, use your mother language (if not English or the German translation already included in the matrix)
7. Delete the placeholder line in the first cell of the new column and write your translation (7); note these limitations:
- the maximum length for each section: 1 paragraph
- no dynamic fields to be included – translate the text around these as separate sections
8. Repeat for the other empty cells (8)
9. Save: click the Save icon (9a), write the filename (9b) and click Save (9c).
Now your translation is complete!
Check the result
10. In a separate browser window, go to Salesforce and change your own user language to your translation’s target language (if it is not that already):
- Classic UI: Setup (10a) -> Manage users (10b) -> Users (10c) -> Edit (10d) -> Language (10e; under Locale Settings)
- Lightning UI: Setup -> Users -> Users -> Edit -> Language (under Locale Settings)
11. Go back to Documill Dynamo, click the Test button (11a), select an account (11b) for testing the document and click Save (11c)
Now you can see the translated document as it will look in Salesforce.
Personalize document header
You can complete the document by adding your company’s own logo and writing your contact details in the header if you wish.
Ensure all dynamic data fields have content
Is there data missing anywhere in the dynamic fields? If so, some of the default fields referred to from the template are empty in Salesforce. To get a field filled in, get back to the template editor by clicking on the document button (12a) at the top. Then either:
- Go to Salesforce and fill in the field. To see, which record it is in, click that field (12b), choose Tag (12c) on your template, then click Attributes (12d) and see the Salesforce path in the Content field (12e).
- Change that field to refer to another record in Salesforce (if you have the data in another one) by:
- just writing in a new path, separating the steps with dots (e.g. Opportunity.Owner.City).
- clicking on the symbol with three dots (12f) beside the Content field and clicking your way through to the appropriate Salesforce field.
Translate product names
Perhaps the names of the product catalog items have not been translated ín Salesforce? In that case, they are still shown in the source language also in the table in your translated document. But don’t worry, you can easily get them translated in your Documill Dynamo template, without touching anything on the Salesforce platform side. Here’s how to do it.
Give it to the users
Happy with the template? Then why not make it available for all your Salesforce users so they can generate quotations with a click of a button. Just follow these simple instructions.
Or would you like to get a personalized demo of Documill Dynamo? Book it now!