Advanced PDF Generator - Document Generation for all Salesforce Object
📋 Supports Custom and Standard Salesforce Objects 🔒 Generate Secured, Password-Protected PDFs ✨ Highly Customized PDF Generation with Merge Fields 🤖 Automate Your PDFs via Apex/Flows 📝 Advanced Rich Text Editors to Create PDF Templates 💼 100% Salesforce Native Application: Your Data Stays Secure 👁️ Preview PDFs Before Activating Templates 📎 Attach Documents Directly to Salesforce Records 🛠️ Fully Customizable Templates for Professional Documents 📄 No-Code Document Creation and Previews PRO VERSION FEATURES: 📚 Bulk PDF Generation 🔒 Generate Secured, Password-Protected PDFs 🤖 Easily Automate PDF Generation with Flow/Apex 📧 Send Emails with Generated PDFs as Attachments • Utilize Email Templates or Create Your Own • Send Manually or Automate with Flow/Apex 🔄 Export/Import Templates from Sandbox to Production in Just 2 Clicks 📝 Clone Templates and Configurations Effortlessly
Top keywords
- templates6×5.22%
- pdfs5×4.35%
- pdf4×3.48%
- apex3×2.61%
- automate3×2.61%
- generation3×2.61%
- pdf generation3×2.61%
- salesforce3×2.61%
- documents2×1.74%
- flow2×1.74%
- flow apex2×1.74%
- generate2×1.74%
Groove for Salesforce Financial Services Cloud
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020. Instantly log emails, calls, SMS, call reports and LinkedIn messages to custom objects. Automate time-consuming tasks, including follow-ups and scheduling. Automate multi-channel flows for inbound leads, loan disbursement, mortgage lending, and other common workflows Surface real-time CRM data in the Inbox, letting sellers access, search and update Salesforce from anywhere Real-time visibility into activity levels and outcomes in Salesforce Realize time-to-value quickly, without a heavy lift from IT www.groove.co
Top keywords
- groove5×2.96%
- automate2×1.18%
- customer2×1.18%
- enables2×1.18%
- leaders2×1.18%
- real-time2×1.18%
- sales2×1.18%
- salesforce2×1.18%
