In this video we will show you how to generate documents via Salesforce flow.
We will show you:
- A form we've already set up that pulls opportunity information and products.
- This form has a PDF mapping and once it is submitted it creates a file in Salesforce.
- We'll show you the PDF settings.
- How to open the "Process builder", where we will need to choose the object and the hidden field we want to map the record ID to.
- How to save the ftFormHash and ftApiKey for later, when we finish setting up the flow
- How to enter your Salesforce account to create the flow.
- How to use the hash and API key we stored before.
- How to activate the flow.
- How to insert it to your page and run the flow.
- How to see this request in the integration logs in FormTitan.
- How to see the generated file.
- Asking us questions is the fastest and most affective way to get assistance.
- Got a question? Check out our FAQs pages for answers to commonly asked questions.
- Check out our complete index of the FormTitan Topics organized by categories.
- Browse our topics directory to find the feature you are looking for.
- ContactStill haven't found what you were looking for? no problems... simply send us your inquiry.