Tag Archives: salesforce template generation tool

WeDid: Generating Bulk Document in Salesforce

Challenges

The Customer manages their clientele function bookings (i.e. company meetings, birthday party’s, wedding dinners, etc.) within Salesforce. They would like to generate every functions agenda in bulk so they can be distributed to the Staff for reference/preparation prior to the actual events day. The Customer would also like to have the flexibility over defining a range of functions based on date as well as its venue when generating the function’s agenda.

Solution:

Conga Mail Merge is being proposed as the tool to generate the functions agenda in bulk. Additionally, a page to provide Salesforce users the convenience to define the set of functions to bulk generate and print is set up as well.

Related Objects Account, Conga’s Objects and other related Custom Objects (Functions)
Components Custom Link, Custom Fields, Workflows and Conga
Complexity Moderate

Wedid: Template with Dynamic Terms & Conditions

Challenges

Instead of having a list of fixed Terms and Conditions in the quote template, our customer needs to have them to be displayed dynamically based on product. The quote will display different T&Cs based upon selection.

Solution:

To generate quote template with dynamic Term & Conditions based on user selection

Related Objects Quote
Components Template generation tool
Complexity Simple