In this example we will show you how to generate a word document using a Salesforce workflow and outbound message. This means that the document will be created automatically.
We’ll show you:
- An existing template in Word that brings in Opportunity and Products information from Salesforce.
- The document generation settings in FormTitan, where the template is connected to a specific form.
- How to configure the Workflow outbound message : Select the object and set the mapping.
- Grab the Endpoint URL and save the form
- In Salesforce we'll show you how to set a workflow rule.
- Add an outbound message and paste the Endpoint URL there.
- How to test it: Change your data in the record to trigger the outbound message.
- View the action in the FormTitan Push logs.
- Look at the the push integration, which creates a file in Salesforce.