These features work together to provide flexibility and customization in document generation, allowing information to be automatically updated based on Salesforce data.
Resource Manager
The Resource Manager is a central component that manages all available resources for your document. It allows:
- Creating and managing custom datasets
- Defining global variables for use throughout the document
- Importing external resources such as images and logos
- Configuring complex formulas and calculations
- Establishing relationships between different Salesforce objects
- Managing permissions and access to resources
- Monitoring resource usage and performance
Dynamic Fields
Dynamic Fields are smart fields that connect directly to Salesforce data, offering:
- Automatic insertion of data from Salesforce objects
- Support for different field types (text, number, date, currency, etc.)
- Automatic updates when data is modified in Salesforce
- Custom formatting of displayed data
- Ability to use formulas and functions to manipulate data
- Support for relationship fields (lookup and master-detail)
- Possibility to create composite fields combining multiple information
Filter Block
Filter Block is an advanced functionality that allows dynamic control of document content through logical conditions:
- Creation of conditional blocks that appear or disappear based on criteria
- Support for multiple conditions using logical operators (AND, OR)
- Flexible comparisons (equals, not equals, greater than, less than, contains, etc.)
- Filters based on any Salesforce field
- Ability to nest filter blocks for complex logic
- Content personalization based on user profile or record status
- Granular control over paragraphs, sections, or entire pages of the document
Each of these resources can be combined to create highly customized and automated documents, significantly reducing creation time and eliminating manual errors. For example, you can use Dynamic Fields to insert account information, Filter Blocks to show different contract clauses based on customer type, and the Resource Manager to manage all these resources centrally.
1 – Account Listing using Resource Dynamic
Objective
Create a dynamic table that displays the names of the first 5 Salesforce accounts using Docu2.me dynamic resources.
Step by Step
1. Base Structure Creation
- Create a new document in Docu2.me
- Insert a table with the following specifications:
- 1 column
- 2 rows
- Header: “List 5 Accounts”
- Adjust table sizing as needed
2. Dynamic Fields Configuration
- In the second row of the table:
- Right-click
- Select “Dynamic Fields”
- Choose the “Account” object
3. Dataset Configuration
- Configure a new “Dataset” type resource:
- Dataset API Name: “List5Accounts”
- Object Name: “Account”
- How to Filter Records:
– Condition Requirements: “None – Get all records”
- How to Sort Records:
– Sort Order: “Not Sorted”
- How Many Records:
– Option: “Many Records”
– Maximum Number of Records: 5
4. Dynamic Field Insertion
- In the second row of the table:
- Right-click
- Select “Dynamic Fields”
- Choose the “List5Accounts” dataset
- Select the “Account Name” field
- In “Label and Value”, choose “Value”
- The field will be inserted with the syntax:
{!$Dataset.List5Accounts.Name.Value}
5. Preview and Testing
- Save the document
- Click the preview button
- Use the print option to view in PDF
6. Result
The final document will show a table containing:
- Header with the title “List 5 Accounts”
- List with the names of the first 5 Salesforce accounts
Resources Used
- Resource Manager: Management of dynamic resources
- Dataset: Record query configuration
- Dynamic Fields: Insertion of dynamic fields in the document
Important Notes
- This example demonstrates the basic integration between Docu2.me and Salesforce
- The Dataset can be modified to include specific filters
- Additional fields beyond Account Name can be added
- Table formatting can be customized as needed