Video/Demo: How to Generate Documents in Salesforce.com

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8 Comments

  • Avatar
    Anne Gallet

    It takes too long to get to the Salesforce aspect (over 5 minutes) and then barely brushes on how it works. More sales than functional "how to".

  • Avatar
    Jeremy Clarke

    Hi Anne,

    Yes, this video is more of a quick sales demo than a how-to. Here are some blog posts that may go into more detail for you:

    https://www.webmerge.me/blog/send-a-letter-of-representation-from-salesforce

    https://www.webmerge.me/blog/automatically-generate-packing-slips-from-salesforce-opportunities

  • Avatar
    Uma Shankar

    Hi Jeremy,

    Is there a way to preview document without actually downloading it?

    Thanks,
    Uma

  • Avatar
    Jeremy Clarke

    Hi Uma,

    Yes, under your Mapping settings, there's a checkbox to "Allow Users to Preview Document". Please check that option. If you don't see the option, please update your package to our most recent version on the AppExchange.

    Thanks!

    Edited by Jeremy Clarke
  • Avatar
    Joy Asher

    Hi, how do I merge Opportunity Owner field into my PowerPoint document? I was able to successfully merge all other fields but Opportunity Owner field. Thank you!

  • Avatar
    Jeremy Clarke

    Hi Joy,

    In your document, you'll use merge fields like {$Owner.Name} and {$Owner.Email} then in your WebMerge Mapping, you'll see "Owner" listed as a merge field, then you'll pick "Owner: (Full Object)" from the dropdown of Salesforce fields.

    Thanks!

  • Avatar
    Autosoft Halfon

    Hi Jeremy
    Is their an option to update Saleforce object from data that is filled in a webmerge form?
    Thank You

  • Avatar
    Jeremy Clarke

    Hello,

    Yes, if you use our Salesforce delivery on your document, under More Options there is an option to update field values on the record :)

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