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Resource Manager – Creating a Dynamic Account Table

Dynamic Resources

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

  1. Initial Preparation
    1. Log in to your Salesforce account
    2. Navigate to the docu2.me application
    3. Click on “New Document”
  2. Document Structure Creation
    1. Create a new document:
    2. Insert a table:
      • Position the cursor where you want to insert the table
      • Click on the “Insert Table” icon in the toolbar
      • Select a table with 1 column and 2 rows
    3. Add the header:
      • In the first cell of the table, type “List 5 Accounts”
      • Format the header text (bold, larger size)
Creating a table structure in docu2.me
Creating the table structure for account list

3. Dataset Configuration

  1. Open the Resource Manager:
    • Right-click on the document
    • Select “Resource Manager”
  2. Create a new Dataset:
    • In the Resource Manager popup, click “New”
    • Choose the “Dataset” option
  3. Configure the Dataset:
    • Dataset API Name: Type “List5Accounts”
    • Object Name: Select “Account”
    • Under “How to Filter Records”, select “None – Get all records”
    • Under “How to Sort Records”, select “Not Sorted”
    • Under “How Many Records”, select “Many Records”
    • Set the Maximum Number of Records to 5
Configuring the Account dataset in Resource Manager
Creating and configuring the Account dataset in Resource Manager

4. Save the Dataset:

  • Review all settings
  • Click “Save” or “Create Dataset”

5. Dynamic Field Insertion

  1. Position the cursor in the second cell of the table
  2. Right-click and select “Dynamic Fields”
  3. In “Select a Resource from global”, choose:
    • Dataset: “List5Accounts”
    • Field: “Account Name”
    • Option: “Value”
  4. The field will be inserted with the syntax: {!$Dataset.List5Accounts.Name.Value}
Inserting dynamic fields into the document
Adding dynamic fields to display account names

6. Preview and Testing

  1. Save the document:
    • Click the “Save” button in the docu2.me menu
  2. Preview the document:
    • Click the “Print” button in the toolbar
    • This will open a new window with the PDF preview
  3. Check the dynamic table:
Previewing the document with dynamic account data
Previewing the document with dynamic account data

Final Result

Final dynamic account table output
Final dynamic Salesforce account table in the document

A table with two rows:

  • First row: Header “List 5 Accounts”
  • Second row: Dynamic list with the names of the first 5 Salesforce accounts

Functionality:

  • The account list will automatically update with changes in Salesforce data
  • The document will always show the first 5 accounts as defined in the Dataset

Resources Used

  • Resource Manager: To configure dynamic resources such as Datasets
  • Dataset: To configure the query for Salesforce account records
  • Dynamic Fields: To insert Salesforce data into the document

Important Notes

  • This example demonstrates the basic integration between docu2.me and Salesforce.
  • The Dataset can be customized with specific filters and sorting.
  • Additional fields can be included beyond the Account Name.
  • Table formatting can be adjusted as needed.
  • The limit of 5 records is an example and can be adjusted.
  • The table content updates automatically with changes in Salesforce.
  • It’s important to test the document with different datasets.

This tutorial provides a foundation for working with dynamic resources in docu2.me integrated with Salesforce, allowing you to create customized and automated documents.