Button examples

• Name: Letter

• Object Type: Account

• Document Profile: Letter

• Template: {EMPTY}

This button is available on the Account detail page in Salesforce and the name of the button is Letter. The template selection is empty and only templates that are connected to the document profile Letter can be selected.

• Name: Account documents

• Object Type: Account

• Template Categories: AccountDocuments

This button is available on the Account detail page in Salesforce and the name of the button is Account documents. All templates (and document profiles) that are linked to the Template Category AccountDocuments can be selected.

• Name: Quote

• Object Type: Opportunity

• Document Profile: Quote

• Template: QuoteSilently

This button is available on the Opportunity detail page in Salesforce and the name of the button is Quote. The selected template (QuoteSilently) and the selected document profile (Quote) can’t be changed.

• Name: Mailings

• Object Type: Contact

• Document Profile: ContactMailings

• Template: {EMPTY}

This button is available on the Contact detail page in Salesforce and the name of the button is Mailings. The template selection is empty and only templates that are connected to the Template Category ContactMailings can be selected.