Generate a document from a custom object in Salesforce Lightning

Last updated Apr 28 2019

In this demo we will show you how to add and use the FT Generate button in a custom object.
From a FormTitan perspective there is no difference between the Salesforce standard and custom objects. The FT Generate button works in both types of objects. The only thing is that while we create the Generate button for you n the standard objects, you will need to  create them yourself in the custom objects.

We will show you how to:
1- Configure the Salesforce button in FormTitan PDF settings: 
2- Add an action in Salesforce
3- Add this action as a button to your layout

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