Whole product catalogues can be translated within Salesforce to support credible localization of products. However, this tends to be a bit laborious, as it requires creating a lot of custom fields.
The same thing can actually be done much more easily with the Documill Dynamo document automation app from Salesforce AppExchange. The translations are made directly on the templates of documents like offers, quotes, contracts and emails. They can include, In addition to product names, additional content like short product descriptions. The whole set of translations can then be easily exported from one template to another.
In this article, we show step by step, how to add translations of product catalogue items’ names on a template. You can then easily move on and translate also the catalogue’s product descriptions in a similar manner if you wish (to learn how to smoothly translate whole documents with Documill Dynamo, check out our earlier article).
Step 1: enable translations with a simple attribute change
Open Documill Dynamo (you can download here a free trial version). Choose the Simple quotation template (1a), click Next (1b) and simply follow the steps on the screen to open it in the template designer.
Then click on the <Name> field (2) in the template’s product table and click on Tag (3a), then Attributes (3b). In the Content box, replace default code (3c):
Step 2: Add target language to the translation matrix
Next, we open the translation matrix and add your target language in it.
Under the Data tab (4a), click Translation (4b) and Enable Translation (4c). Then hover the mouse over the Labels heading and click on the editing icon (4d) – the matrix opens.
Click on the + sign (5) at the far right to create a new column for your new language. Define the language by keying in its Salesforce language code (6a) and click OK (6b). For convenience, use your mother language (if it’s not English or German that are already featured in the matrix).
Step 3: Add translations of product names on the template
Click on the + sign (7) at the bottom-left corner of the screen. A window opens. Write the name of the product (8a) exactly as it is in your product catalogue. Click OK (8b).
A new line has appeared at the bottom of the table. Write in it again the product name in your catalogue’s source language (9a) and the target language translation (9b). Repeat this to all products (9c) you may want to have translated in documents to any of your customers.
Remember to save often: Click Save (9d), add the template name (9e) when doing it the first time and click Save (9f).
Now you’re done with the translations! Let’s take a couple of steps still to see the results.
Step 4: check the result
To see how the translations look, go to Salesforce in a separate window and change your user language to your translation’s target language (if it’s not that already):
- Classic: Setup (10a) -> Manage users (10b) -> Users (10c) -> Edit (10d) -> Language (10e; under Locale Settings)
- Lightning: Setup -> Users -> Users -> Edit -> Language (under Locale Settings).
Now just go back to the Documill Dynamo template builder and click Test (11a), choose an account (11b) for creating a test document and click Save (11c).
Now you can see the document as it will look like when generated in Salesforce:
Indeed, Documill Dynamo offers a smooth way to translate any fields in your Salesforce product catalogue quickly. On top of it all, Documill Dynamo allows you to add easily also pictures of the products in your documents. And as was said, you just need to do the translations once and then simply export them to your other templates.