In this example we will show you how to map related fields from Salesforce into your word template, using FormTitan add-in for Word.
We’ll show you how to:
- Insert a field, that belongs to an object: Account Name.
- Insert another field, That belongs to the Parent object: Parent Account Name
- Insert another field, That belongs to a Child object: Contact Name
- Insert another field, an Attachment belongigng to the Account
- Configure a Filter for each object.
- Preview the document
