Ultimate Guide to Salesforce document generation
Introduction If you’re running a busy office or a company. You have a lot of information, ideas, and plans to manage. Documents are like written records that help keep everything organized and clear, making it easy to share with others. Before tools like Salesforce came along, creating documents was a bit more time-consuming. People would […]
What is Dynamic Document Generation? Best way to generate dynamic documents in 2023.
Introduction Imagine a time when creating lots of documents like reports, invoices, and letters was a real headache. People had to write or type each one by hand, and it took forever. Making sure everything was correct was a big challenge too! Before some clever technologies came along, like mail merge, custom scripting, and programming, […]