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%
360 SMS App for Salesforce - Send SMS | WhatsApp from Salesforce
360 SMS turns Salesforce into a full texting platform. Send your first SMS, MMS or WhatsApp within two minutes of install — text messaging gets a 98% read rate and ~90-second response. What you can do Two-way, 1-on-1 texting on any Salesforce object Bulk SMS and mass texting at scale, even from Reports Automate SMS text messaging with Drip Campaigns and scheduled sends Appointment reminders that cut no-shows Trigger SMS and WhatsApp from Flow or Process Builder AI chatbot, SMS/email alerts, templates and phone verification Multichannel messaging SMS, MMS, CTI telephony, ringless voicemail, plus WhatsApp and WhatsApp Business — two-way global WhatsApp messaging and Live Chat from your website, all inside Salesforce. Natively built on Salesforce A 100% Native Salesforce SMS App across Sales, Service, Community, Marketing Cloud and Pardot, with omnichannel routing. Long/Short Code or bring your own number. Compliance: TCPA, GDPR, HIPAA, with opt-in/opt-out consent. Used across education, recruitment, real estate, healthcare, mortgage and nonprofits. Click GET IT NOW for a free trial — set it up yourself or with our free USA-based Salesforce and SMS consultants.
Top keywords
- sms9×5.03%
- salesforce6×3.35%
- whatsapp5×2.79%
- messaging4×2.23%
- texting3×1.68%
- mms2×1.12%
- sms mms2×1.12%
- text2×
