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Het is mogelijk om DocuBuilder te starten vanuit Salesforce, waarbij alle gegevens van de betreffende Salesforce entiteit / object (en de eventueel daaraan gekoppelde gegevens) automatisch in het document kunnen worden opgenomen.
De instellingen zijn reeds bij de First Startup ingesteld. Zie Startup met Salesforce

Info

With the DocuFlow App you can create buttons on various objects. By clicking a button, details from the current record in Salesforce are transferred to the document.

Examples:

  • On the ‘Opportunity’ Page Layout in Salesforce a DocuFlow button ‘Quote’ is available. By pressing the button, the Record Id of the current opportunity is pre-selected in DocuFlow.

  • On the ‘Account’ Page Layout in Salesforce a DocuFlow button ‘Letter’ is available. By pressing the button, the Record Id of the current account is pre-selected in DocuFlow and only the ‘Letter’ templates are available in DocuFlow.

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