Set a Custom file name for the document you Edit and send via Salesforce FT button

In this video we will show you how to set a custom file name to the document you edit and send via Salesforce FT button.

We will show you:
- A form we've already set up with a word mapping.
- The configuration of the Salesforce button in the Word mapping.
- How to open the "Edit and send mail" category.
- Turn on the "Custom file name" checkbox.
- Select "Custom" in the dropdown.
- Press on "Configure" button and create the file name you want by concatenation.
- Test this by opening the FT button in Salesforce and pressing on the "Edit and send" option.