Document template and workflow automation builder
Design pixel-perfect templates, transform data and create flexible workflows
Powerful logic and workflow automation
Dynamo’s powerful and flexible logic flow allows the building of engaging digital experiences without delving into code. The declarative interface empowers admins to create interactive user input forms, powerful logic and calculations as well as handling complex data structures such as multi-level related lists.
Intuitive template building experience
Dynamo revolutionizes template creation by making it incredibly user-friendly and intuitive. With its drag-and-drop Salesforce data mapping and visual interface, anyone can start building a template in minutes.
All templates, one interface
Say goodbye to multiple tabs and applications. With all templates accessible through one unified interface, Salesforce admins can effortlessly manage, update, and organize templates with ease. Template access control is made easy with intuitive permission settings, ensuring that the right set of templates is available only to the relevant teams.
Other Template Builder highlights
- Real-time preview and testing: Immediately see the impact of your design choices with your Salesforce data.
- Template versioning: Keep track of changes and revert to previous versions effortlessly.
- Comprehensive format support: Generate documents in various formats like email, HTML, Word, Excel, PowerPoint and PDF.
- Mobile responsiveness: Design templates for responsive, interactive documents that work with any device
- Automated updates: Benefit from continuous improvements and new feature additions.
Success stories
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