Document Automation
Automate document generation with Flow, Apex, LWC, and Process Builder, without requiring manual actions.
Key Capabilities
- Create Documents Automatically
- Use Rules to Control Generation
- Runs in the Background
Automated Generation
Data-Driven Output
Consistent Documents
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Generate Documents in Bulk
Generate documents for multiple records at once to handle high-volume requirements.
Key Capabilities
- Generate in One Click
- Schedule Bulk Generation
- Clean Up History Automatically
High-Volume Processing
Time-Saving Automation
Organized Execution History
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One-Click Document Generation
Create documents instantly using a simple wizard designed for quick and effortless document generation in just a few clicks.
Key Capabilities
- Start with Selecting the Solution
- Choose Template
- Download or Send Right Away
Document Creation
Direct Email Send
Record-Based Files
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Supports Multiple File Formats
Create Salesforce documents in Docx, Excel, PDF, and PPT, with seamless format support.
Key Capabilities
- Use Different Template Types
- Generate Documents in Different File Formats
- Keep Document Format Consistent
Format Flexibility
Supports Standard Formats
Consistent Document Output
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Group Multiple Solutions
Group multiple solutions to get a clear view of your selected solutions, and generate documents from any of them with ease.
Key Capabilities
- Document Solutions Collection
- Edit Before Sending
- Generate from Selected Solution
Document Bundles
Package Builder
Shared Delivery
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Send Documents Via Email
Automatically generate and send documents when Salesforce data changes, with no user action required.
Key Capabilities
- Trigger Document Creation Automatically
- Send Documents Instantly
- Secure and Reliable Processing
External Integration
System Data Sync
Automated Push
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Pre-built Templates
Get started faster with ready-to-use document templates designed for common business needs.
Key Capabilities
- Ready-to-Use Templates
- Customize Fields Easily
- Flexible for Multiple Use Cases
Template Designer
Layout Control
Dynamic Structure
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Migrate From Sandbox to Production
Move document setups between Salesforce environments without rebuilding templates or configurations.
Key Capabilities
- Document Solution Migration
- Keep All Settings Consistent During Migration
- Same Behavior After Migration
Org-to-Org Transfer
Template Portability
Configuration Move
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