Does your team repeatedly create the same letters, forms, notices, checklists, or document packets using information already available in Salesforce? Document Generation may reduce the manual work.
Salesforce Document Generation creates finished PDFs from approved templates using information already stored in Salesforce. Staff generate the document from the relevant Salesforce record, and the completed document is populated, formatted, and saved in the Box folder associated with that record.
Document Generation may help when
- Your team repeatedly creates the same letters, forms, notices, checklists, or document packets.
- Most of the content stays the same, but details such as names, dates, or identifiers change.
- The information required to complete the document is already stored in Salesforce.
- The process requires a PDF attachment or retained document.
- Multiple related documents should be generated together.
- Approved wording and formatting must remain consistent.
See how IPRO uses Document Generation
Download the overview
Review the Document Generation overview. attached to this article, for benefits, appropriate uses, limitations, and planning considerations
Interested in using Document Generation?
If Document Generation could help your business area, submit a request to the Technology Solutions Helpdesk.
A discovery session will help confirm whether Document Generation fits the proposed use case.