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

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12 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 :)

  • Avatar
    Vamsi Krishnan

    Hello,

    I am Using Salesforce , I Have created template and mapped with salesforce fields and through pagelayout i added web merge button.
    But on clicking it has to show me the templates but it is redirecting me to same page.

  • Avatar
    Jeremy Clarke

    Hi Vamsi,

    If you only have 1 mapping setup for that object, we automatically pick that mapping and merge the document right away. Please check the Overview tab of your document in WebMerge to see if the document is being generated successfully.

    Thanks!

  • Avatar
    Shafqat Ali

    @jeremy

    Is it possible to map related object and loop through the records? for example, if an account object has 4 other related objects and one of them may have 3 records, can I loop through the records to fill a pdf (given the pdf has all the required fields)

  • Avatar
    Jeremy Clarke

    Hi Shafqat,

    Yes, please see this help article on Child Relationships: https://support.webmerge.me/hc/en-us/articles/206527196-Working-with-Child-Relationships

    Thanks!

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