Automate your documant generation from Salesforce via workflow outbound message

Last updated Apr 28 2019

In this demo we will show you how to add use the workflow to send an outbound message and generate your documents directly from Salesforce.

We will show you how to:
1- Set up the PDF document settings inside FormTitan.
2- Grab the "Endpoint URL".
3- Set up a workflow rule in Salesforce.
4- Create an outbound message and paste the endpoint URL in it.
5- Activate the workflow.
6. Test out the process by changing Salesforce data and monitor the actions status in the FormTitan push logs.

Read more on document generation from Salesforce via outbound message

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