Whether you’ve integrated your entire business into Salesforce or you’re just using the sales platform, being able to generate documents (contracts, proposals, reports, etc) from the data you have saved in Salesforce is very powerful. With that in mind, we’re excited to announce that we have built a Salesforce App that allows you to automatically integrate your Salesforce data with Formstack Documents! No more copy and pasting data from Salesforce or having to setup the confusing generated links. We handle everything for you! Click here for more information and to install the app.
Once you’ve got the app installed, you’re ready to start generating documents from within Salesforce with the click of a button. You can also automatically trigger documents to be created as you use Salesforce and create/update objects.
For this example, we are going to generate a Statement of Work from a Salesforce Object using a Word document as the template. Our first step will be to set up this template and upload that to Formstack Documents. In the template, we are going to collect information about the account, a description of the deal, and the amount.
Now, let’s jump into Salesforce and go to the Formstack Documents app. We are going to set up a new “Mapping” so that the data is automatically mapped from our Salesforce Object to the Formstack document.
After you have the mapping set up, go ahead and save it. If you have not done so already, you’ll need to add the Merge Document button to the page of the desired Salesforce object. This will allow you to trigger a merge manually.
To add the button, click on Setup, open the Object Manager and select the Object whose page you want to add the button to. From the left panel, select Page Layouts.
From there you should see a Merge Document button. Go ahead and drag the button down onto the page layout. Finally, Save this layout.
When you want to generate a document from the Object, go ahead and click the Merge Document button on the page. This will take you to a page that shows you all of the mappings you have attached to the Opportunity. Go ahead and choose the one you want to merge and click Merge Document.
After you merge the document, this will automatically be added to your Opportunity record under the Attachments and Notes section. You may have to refresh the page if you don’t see the document.
That’s it! You’re all set up and ready to start merging PDF, Word, and Office files from your Salesforce account!