Generate documents using Salesforce Process Builder

In this video, we will show you how to generate documents using Salesforce Process Builder.

We will show you:
- A form we've set up which loads opportunity data.
- The Push integration we've set up, which creates a file Salesforce.
- The PDF we've created.
- How to open the "Process builder" category in the PDF settings.
- How you'll need to enter an Object and choose a hidden field to store the record ID in.
- How to copy the ftFormHash and ftApiKey so you can later use it inside your process configuration.
- How to enter your Salesforce account and create a new process.
- Where to insert the ftFormHash and ftApiKey.
- How to save the process and activate it.
- Test it by updating data in Salesforce.
- How to See the action request in the FormTitan Push logs.
- How to See the created file in Salesforce.