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November 15, 2018

5 Tips for Automating Your Salesforce Document Workflows

We’re all quite familiar with the copy and paste functions on our computers. But isn’t it ironic that despite it being a “shortcut,” professionals often find themselves using copy and paste for manual data entry, which is a draining and unnecessary waste of time?

WebMerge is available on Salesforce AppExchange to automate your document generation by merging Salesforce data into a PDF, Word document, or other file type in seconds. If you’re looking to streamline your Salesforce document workflows, try these five tips for using WebMerge to make the process even easier.

How to Streamline Your Salesforce Document Workflows

1. Automatically generate docs with Process Builder.

Salesforce’s Process Builder tool is programmed to trigger document generation when certain predefined conditions are met. By building automatic document generation right into your workflow, you won’t have to stop and manually generate new resources every time records are added or updated. To get started, just create a new process, choose the Object you want to monitor, select “Apex” as the type, and designate “webm_WebmergeGenerator” as the Apex class. Once you assign your Salesforce Record ID and WebMerge Mapping ID, you’ll be ready to start merging documents when certain actions occur in Salesforce.

2. Add a WebMerge button to a Salesforce page layout.

While automation allows you to streamline document generation, adding a WebMerge button gives you the option to generate documents on demand for any Account, Case, Contact, Lead, Opportunity, or custom Object. Simply modify your page layout to include the WebMerge button, and your users will have the option (and a regular reminder) to generate new documents on the fly when necessary.

3. Map across multiple data layers.

With all your Salesforce data at your fingertips, you have the option to generate documents that drill down even deeper across your data. With WebMerge Mappings, you can use Child Relationships by creating a loop in your documents that supports iterating over a list of data and even Grandchildren (nested loops) to work through child records. Just add a few lines of code to specify which relationships you want to address.

4. Expand your usage across multiple file and document types.

The beauty of the integration between Salesforce and WebMerge is that you can employ your Salesforce data across the multiple types of business resources you use on a regular basis—not just generic documents. WebMerge for Salesforce allows you to instantly merge your data into a PDF, Word doc, or other dynamic file type like Excel or PowerPoint. This opens up the possibilities of using your data in a number of business documents, including contracts, proposals, invoices, reports, quotes, receipts, and more. And with multiple delivery options, you can route your documents through email, save to the cloud, or even send to a third-party application.

5. Generate documents on the go with the Salesforce mobile app.

As if automation doesn’t already make document generation a breeze, the WebMerge for Salesforce package works with the Salesforce mobile app, allowing you to generate documents on the go from any mobile device. Encourage your sales teams to download the Salesforce mobile app for the ability to generate documents at a moment’s notice while they’re in the field.

Getting Started

With WebMerge built right into your Salesforce instance, importing existing documents and forms or creating new ones from scratch is a breeze. The WebMerge for Salesforce package is available for Group, Professional, Enterprise, Unlimited, Developer, and Performance editions. Need a step-by-step how-to? Just follow this video demo for a visual lesson on getting started with generating documents in Salesforce.  
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