A Comprehensive Guide To Salesforce Document Generation

Salesforce is known for its multifaceted benefits to every realm of business. One such beneficial functionality is Salesforce document generation.

Salesforce document generation refers to the creation of documents by leveraging document templates and Salesforce data within the Salesforce platform.

Today, Generating documents in Salesforce has become more personalized and customer-driven with many third-party tools offering customization, e-signing, and many extensive functionalities in real-time.

With so many tools and functionalities around, there is an increased likelihood of needing clarity on document generation in Salesforce.

So, here in this blog, we have curated some commonly asked questions for you to know everything you should know about document generation in Salesforce. Let’s begin!

Things you should know Salesforce Document Generation

1. What types of documents can be generated in Salesforce?

The types of documents generated depend on business needs. Some of the commonly generated documents are:

• Proposals
• Contracts
• Quotes
• Reports
• Invoices
• Forms

2. Is the Document Generation tool available for all Salesforce editions?

The availability of the Document Generation tool depends on your Salesforce edition and licensing. It is recommended to check Salesforce documentation or consult with your Salesforce administrator to confirm if the feature is included in your edition.

3. Why opt for some other tools over the salesforce document generation tool?

There could be multiple reasons you can opt for document generation tools. Third-party tools are preferred over the Salesforce document generation tool for advanced functionality, customizations, greater flexibility in design and layout, broader integration options, support for diverse document formats, and potential cost-effectiveness

4. Which is better for document generation, Native apps or Third Party apps?

Third-party apps are perfect for enterprises with diverse documentation needs. Native apps come with seamless integration, a familiar user experience, and strong security but have limitations.

Third-party tools, on the other hand, provide enhanced functionality, more comprehensive integration options, and support for various document formats that allow for customization. The only downside of third-party apps is that they are often costly. However, there are free tools like Docs Made Easy that offer all of these at no cost but charge a nominal fee for support.

5. Are there any limitations to document generation in Salesforce?

Yes. While Salesforce document generation is a powerful tool, it does have a few limitations like Limited file formats, Merge field limitations, and Storage considerations.

6. Is my data kept secure in Salesforce document generation?

Yes, your data is kept secure in Salesforce document generation. Salesforce has robust security measures in place, including access controls, encryption, user permissions, auditing, and compliance standards to ensure the confidentiality, integrity, and availability of your data throughout the document generation process.

7. Can I store documents in Salesforce?

Yes, you can store documents in Salesforce. Salesforce provides various options for document storage within the platform, such as attachments, files, and document objects, and external Storage Systems like SharePoint, Google Drive, Box, etc.

Wrap-up

Ultimately, the decision to choose a document generation tool depends on your specific business requirements, budget, and the level of customization and functionality you need.

It is recommended to try out free apps like Docs Made Easy that suit the requirements and budget of businesses of all sizes. Visit Salesforce AppExchange, install the app, and get started.