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Empowering First Gen with Effortless PDF Workflows in Salesforce

Energy & Utilities
April 11, 2025

Key Highlights

45%

Boost in user experience

57%

Faster document creation

52%

Increased speed in PDF generation

Challenges


First Gen faced roadblocks when it came to document generation inside Salesforce. Their teams needed a solution that could work intuitively with their existing setup, without adding complexity.

  • No Bulk Generation Capability
  • Increased Workflow Gaps
  • No Bulk Generation Capability

Solutions


To tackle (or overcome) this challenge, our team implemented a clean and scalable solution based on the First Gen’s requirements:

Created Manual PDF Generation Button

Initiated Batch PDF Generation from List Views

Created Flow-based Automation

"Thank you so much for the support and for resolving our queries at the earliest!"

Louise Chanell S. Sison

Project Manager

Conclusion


By integrating Docs Made Easy, First Gen transformed their documentation process into a smooth, efficient experience. Whether it's a single record or a bulk job, their teams now have the power to generate PDFs quickly and effortlessly—all within Salesforce.

Company Overview

First Gen Corporation is one of the Philippines' leading clean and renewable energy companies. They play a critical role in the country’s power sector, operating natural gas, geothermal, hydro, wind, and solar power assets.

Sales & Support

Need Help with Docs Made Easy Implementation Start your documentation journey today. No strings attached.

support@docsmadeasy.com +1(262)310-7818