I have just one word for you guys and it is: “Word”.
Yes, yes, that’s right - we have now added another way to generate documents - so say hello to our new Word composer.
This Titan composer is a word add-in you can easily insert to your Word processor. It will allow you to create a word template and then draw Salesforce data into it.
The Titan composer enables you to:
- insert a field from any Salesforce object
- Insert a table that displays data from Salesforce
- Insert a condition that will show/hide fields in the document.
- Insert a formula field to add a calculation or string concat.
Read all about using the Word composer
Enjoy!