Salesforce Document Generation – Auto PDF Templates

Business Background

Easily configure Salesforce document generation with Titan Web.

Titan Solution

• Configure Salesforce document generation by adding Auto PDF to a project.
• For Auto PDF templates, you can do the following:
  • Download
  • Push to Salesforce
  • Email

How to Video

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How to Guide

1. Click in the Auto PDF block. The Configure Project Document Generation Settings screen opens.

2. Use the checkboxes to select option/s:
   • Download: Download the Auto PDF.
   • Push to Salesforce: Push the PDF to Salesforce.
   • Email: Attach the file to an email.
3. Click the Next button.

4. Under General, add a label in the field.
5. Use the drop-down list to select the source page. This is a page in your Web project.

6. If necessary, right-click on the AppExchange link to open it in a new window and install the latest version of our app.

7. Configure the options that you selected:
   • Download
   • Push to Salesforce
   • Email
   • Digital Signature

Download

1. Click the Download option.
   1. Use the toggle switch to enable the Download functionality.
   2. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list where you can select the dynamic file name.
   3. Type a custom name.
   4. Use the toggle switch to enable digital signatures, if necessary. The option Digital Signature is added to the left of the screen.
   5. Use the toggle switch to enable the actions while waiting: Freeze the screen while the template is generating.
   6. Click the checkbox to optimize the image quality for better performance.
      • This will reduce the image quality to 80% of the original and will therefore reduce the file size.
   7. Use the toggle switch to enable the actions while waiting: Show a progress bar.

Push to Salesforce

1. Click the Push to Salesforce option.
   1. Use the toggle switch to enable the Push to Salesforce functionality.
   2. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list where you can select the dynamic file name.
   3. Type a custom name.
   4. Use the toggle switch to enable a Digital Signature.

5. Make sure that you configure the Salesforce Push.

Email

1. Click the Email option.
   1. Use the toggle switch to add a dynamic file name if necessary.
      • The Custom Name field changes to a drop-down list where you can select the dynamic file name.
   2. Alternatively, type a custom name.
   3. Use the toggle switch to enable digital signatures, if necessary. The option Digital Signature is added to the left of the screen.
   4. Click the checkbox to optimize the image quality for better performance.
      • This will reduce the image quality to 80% of the original and will, therefore, reduce the file size.

Digital Signature

1. Use the drop-down list to select an option.
   • Use Form Titan certificate
   • Use your certificate. If you select this option, the rest of the screen options are no longer shown.
2. Use the toggle switch to show the signature.
3. Use the drop-down list to select a position.
   • Left bottom
   • Right bottom
   • Left top
   • Right top
4. Type the value for the padding in the X and Y fields.
5. Type the value for the width and height in the fields.
6. Use the drop-down list to select a reason.
   • Other. Add the reason in the field.
   • Variable (This is a variable that you added to the project.)
7. Purchase more credits if needed.

8. Click the Apply button. The PDF template is added.
9. Use the Edit icon to edit the template.
10. Use the Kebab icon to do one of the following:
    • Turn Off
    • Delete

Add the Document Generation to an action flow

1. Configure an On Click Action on an element.
2. Click the + icon to add a node.
3. Under User Interaction, select the Document Generation option and click the Next button.

4. Use the drop-down lists to select the following:
   • Template
   • Action
5. Click the Next button.
6. Add a tag if necessary and click the Insert button.

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If you are interested, check out our Salesforce document generation article for a comparison of the 10 best tools in the market.