Generate from Salesforce


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Learn how to generate docs and email directly from Salesforce using the FormTitan button.
For more videos check out our FormTitan 101 YouTube channel

Document generation Using a Salesforce ButtonCreating and Adding a Document Generation button in the Lightning versionCreating and Adding a Document Generation button in the Classic versionHow to add a Generate Document button in a Detail page - ExampleHow to add a Generate Document button in a List view page - ExampleSending Automatic Emails directly from SalesforceGenerate a PDF directly from Salesforce: ClassicGenerate a PDF directly from Salesforce: LightningMerge documents with FT button in SalesforceEdit document and Send it in an email directly from SalesforceInitial set up after package installation in Salesforce FormTitan package for SalesforceWord composer element: EmailFT button - Single Actions: GenerateFT button - Single Actions: View formFT button - View DocumentFT button - Single Actions: DownloadFT button - Single Actions: EmailFT button - Single Actions: Edit document templateFT button - Single Actions: Attach to recordFT button - Bulk Actions: GenerateFT button - Bulk Actions: Send via emailFT button - Bulk Actions: MergeTroubleshooting: Session expiredDynamically filtering to show/hide templates in the FT button windowWord composer element: BarcodeFT button - Bulk Actions: Download
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