5 Best Practices For Document Generation in Salesforce

Document generation in Salesforce is one of the most important processes in any business that involves creating and delivering accurate and professional documents to clients, customers, and other stakeholders.

By following the best practices for document generation, businesses can drive more efficiency in a reduced time and get the best out of the Salesforce platform.

So, without further ado, let’s straight jump to the best practices that a business must adhere to optimize their document generation in Salesforce. Let’s start!

Document Generation basics and best practices

As mentioned in one of our previous blogs, businesses can leverage both the Salesforce native apps or third-party tools for document generation in Salesforce, depending on their org’s needs and use cases. But following the standard practice is always crucial for getting the desired result.

So, Here are the 5 best practices for document generation in Salesforce:

1. Plan Your Document Generation Strategy

Before you start generating documents in Salesforce, it’s important to plan your strategy. This includes defining the types of documents you need to generate, the data sources that will be used to populate them, and the delivery methods for each document.

You should also determine who will generate the documents and what tools and resources they will need.

2. Use Templates for Consistency

Using templates is an effective way to ensure that your documents are consistent and professional-looking. Salesforce provides a variety of templates for different document types, including quotes, invoices, and contracts. If you need a template that meets your specific requirements, then you can create one yourself or customize an existing one.

3. Automate Document Generation

Automating document generation can save precious time and reduce errors. A number of tools are provided by Salesforce for automating document generation, including Process Builder, and Flow, along with many third-party document generation tools on Appexchange.

These tools allow you to automate the creation, delivery, and storage of documents based on predefined rules and conditions.

4. Ensure Data Accuracy

Data accuracy is critical when generating documents in Salesforce. Ensure that your data sources are up-to-date and accurate and that any data entered into Salesforce is validated and standardized.

You can also use data validation rules and triggers to ensure data is accurate and consistent across all documents.

5. Streamline Document Delivery

Once your documents are generated, you need to ensure that they are delivered to the right people in a timely manner. Salesforce provides several options for document delivery, including email, Chatter, and Salesforce CRM content. The delivery process can also be streamlined and secured by integrating with third-party document management systems.

Wrap Up

Well, those are our five best document practices to follow for creating and sharing well-crafted documents.
And the best part is, you can adhere to all of it with a comprehensive solution, Docs Made Easy that creates documents in real-time, using data from any source in your desired format.

Don’t just take our word for it, click here to try out the app yourself!