Customize menu in Salesforce FT Button

Last updated Jul 11 2021

The FT generate button in Salesforce provides many options for doc gen in real time, such as: generate/sign/email/view/download…
The most common actions are displayed using icons (generate, view, sign) while the rest are listed under a hamburger menu.
In this version we enable you to customize the options provide your users for each template: to remove or reorder the icons as well as the options under the hamburger menu. 
Watch how to customize the menu in Salesforce FT button

Enjoy!


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