You need only 6 clicks to access Documill Dynamo and try out some powerful ready-made, automated document handling functions – with just a few more clicks.
There is so much more to document automation in Salesforce than just pushing a button to automatically generating a document.
Documill Dynamo gives Salesforce admins powerful capabilities to automate functions that involve creating documents. You can streamline, accelerate and solidify many processes.
Why not try adding this simple capability on a sample template: attaching automated or user-selectable attachments like a terms and conditions file?
One-stop shop for admins: online template builder
Documill Dynamo’s template builder is a one-stop shop for Salesforce admins to fulfill their document automation needs.
To make things smooth to start with, we have added the most common document-handling functions right within our sample templates. Just make a few clicks and you’re ready to try them out. No need to code and that’s no joke.
On top of it all, you get a free trial of one month to check out some other cool features!
Ready to go? Ok, let’s try out a simple example: enabling users to add attachments to a document, either automatically or from a pre-selected list.
Log in to Salesforce and open sample template (6 clicks)
- First, click here to access the Documill Dynamo template builder. Use your own Salesforce credentials for any Salesforce org: sandbox, production, UAT/developer or self-learning org.
- Click Allow in the Allow Access window that opens (only at your first login). You are then asked for your Salesforce credentials to log in to your own Salesforce organization.
- Choose a production or sandbox organization.
- Then open the sample template Simple Quotation.
- Click Next.
- A screen opens saying that the Opportunity object is preselected to hold this template.
At the bottom, click Create.
Enable users to add attachments to their document (5 clicks)
Now you have the template open. Just add your attachment handling function to the document:
7. Click Settings. A new screen opens.
8. Click Attachments.
9. a) Should the attachments be automatically selected, so they are added under the document every time it is generated? Click the + sign under section Automatically Attached Files.
b) Or should the users be able to select the attachments from a list? Click the + sign under section Optionally Attached Files.
10. In either case, a new window opens. Click the folder your attachment is in and select it.
11. Click Select.
See how the document will look (4 clicks)
Now you probably want to see, how the document looks with the attachment handling function you just added – and the proper Salesforce data auto-populated in the dynamic fields.
12. Click the arrowhead inside the test button.
13. Click Test inside Dynamo
14. Select your test record to populate the dynamic data fields from the screen that opens.
You can also use the search.
15. Click Save.
Here is how your document should look. To see each page, scroll down or click on the pages shown in the pane on the left of the screen.
Is there any data missing in the Dynamic fields?
You can see where each dynamic field refers to in the content field in the element tab when you click on the appropriate dynamic field (when outside the test mode).
Ensure also that your own details are in the right place in your Salesforce’s standard fields.
And now you are good to go. To give the document to your users for effective offer automation:
- fill in manually your company’s details in the header (and remove the heading Your Header),
- upload your company logo.
And that’s it! Want to learn more about Documill Dynamo? There you go. You can also drop us a line to get a tailored demo.
This is just one episode in our ‘Easy as ABC’ series that explains, how creating advanced automation is so easy with Documill Dynamo. Take a look below to discover more!