1. Understanding the Warranty Certificate Template Description The Warranty Certificate Template is a dynamic, professional document designed to generate official product warranty certificates in Salesforce. This template leverages Salesforce Flow variables to...
docu2.me Dynamic Resources are powerful tools that enable intelligent and automated document creation within Salesforce, offering advanced customization and data integration capabilities. Intelligent Document Creation in Salesforce 1. Resource Manager Core...
Introduction Filter Block is a powerful feature in docu2.me that allows you to conditionally display information related to a record, such as contracts or quotes. This example demonstrates how to use Filter Block with an Account record. Objective Create a document...
Practical Tutorial: Creating a Dynamic Table in docu2.me with Salesforce Data Objective Create a dynamic table that displays the names of the first 5 Salesforce accounts using docu2.me dynamic resources. Step-by-Step Guide Initial Preparation Log in to your Salesforce...
Objective Create a table list that displays Salesforce Account information with their respective Contacts, using the Callable feature in docu2.me. Introduction This example demonstrates the use of Callable, which allows developers to use a common interface to create...
