Document Generation | DocGen | Native PDF & DOCX | Word, Google Docs Templates
HOW IT WORKS 1. Design your template in Microsoft Word or Google Docs (or Apple Pages, exported as .docx) — merge fields like {{Name}}, related-list tables, conditional sections, images, headers and footers. 2. Upload it in DocGen Manager — Word templates are automatically prepared for PDF generation on upload. 3. In Lightning App Builder, add the DocGen Button to any record page: choose your template, output format (PDF or editable .docx), SOQL query, and file name — which supports merge tokens, e.g. {{Name}} Order Form {{Today("yyyy-MM-dd")}}. 4. One click → document generated, saved to the record, opened. SAMPLE QUERY- Account with Contacts SELECT Name, BillingAddress, Phone, Website, Industry, Type, Owner.Name, Owner.Email, Description, (SELECT Name, Title, Email, Phone FROM Contacts ORDER BY Name) FROM Account SAMPLE TEMPLATE - Account with Contacts https://ravenapps.my.salesforce.com/sfc/p/#4K000000GLhd/a/P1000002Ihmv/4yzG4f9hfVWSUBZZ_E1oXcccp.oTLsKZK1o5QPTGoIM
Top keywords
- name7×4.90%
- account3×2.10%
- contacts3×2.10%
- template3×2.10%
- account with contacts2×1.40%
- docgen2×1.40%
- docx2×1.40%
- email2×1.40%
- merge2×1.40%
- order2×1.40%
- owner2×1.40%
- pdf2×1.40%
Geopointe
Salesforce mapping made actionable. Geopointe turns Salesforce data into clear geographic insight—so teams can plan smarter, execute faster, and continuously optimize field activity. SALES TEAMS ✔ Plan efficient routes and reduce windshield time ✔ Capture meeting details and activity directly in Salesforce ✔ Stay productive when plans change OPERATIONS & REVENUE OPERATIONS ✔ Manage territories and assignments at scale ✔ Analyze geographic performance trends ✔ Automate updates without manual work MARKETING & LEADERSHIP ✔ Build geo-targeted campaigns ✔ Identify optimal event locations GEOGRAPHIC INTELLIGENCE & MAPPING ✔ Map standard and custom Salesforce objects ✔ Search by proximity, radius, or custom shape ✔ Visualize trends with advanced filters and layers ✔ Use multi-point driving directions ✔ Apply custom markers and geographic boundaries ✔ Enrich analysis with U.S. Census demographics ✔ Support KML, KMZ, and GeoRSS overlays EXECUTIVE VISIBILITY ✔ Analyze performance and coverage by region ✔ Identify geographic gaps and growth opportunities Geopointe is fully Lightning-enabled and built natively on Salesforce.
Top keywords
- geographic5×3.52%
- salesforce5×3.52%
- custom3×2.11%
- activity2×1.41%
- analyze2×1.41%
- geopointe2×1.41%
- identify2×1.41%
- mapping2×1.41%
