Initial training

The Gonexa Doc solution is Gonexa's historic solution for generating a document from a template in the format .docx. xlsx .pptx .pdf

Create a PDF document template

Create a document template in PDF input format that aims to fill in information specific to the recipient.

We are going to go through 2 simple steps to achieve this:

The creation of a fixed fund
The creation of the form

Create a fixed background

Create the background of a form with the method of your choice (Canva, Google Docs, Word, Figma, or directly with PDF).

Leave spaces dedicated to tags
Give titles and indications
Convert it to PDF.

Create the form from Adobe Acrobat

STEP #1

Open your PDF template (fixed background) with Adobe Acrobat to add tags. Access the available tools from the banner, select “Prepare the form” and click on “Start.”

Add a text box (Text field)

From the Adobe navigation bar, select the “Add text field” option on the document where you want it.
Double click on the element to configure it.
In the “Name” field on the General tab, fill in the Gonexa tag with the Salesforce field to be displayed. Copy and paste it from the assistant banner.
Choose whether the item is mandatory or read-only by checking the “Read-only” box
Manage the formatting of your tags in the “Appearance” tab: size, border color, background color, font...
Validate by clicking on Close

Create an option list (Salesforce Picklist)

From the Adobe navigation bar, select the “Insert drop-down list” or “Add a list of choices” option on the document, where you want it.

Double click on the element to configure it.
In the “Name” field on the General tab, fill in the Gonexa tag with the Salesforce field to be displayed. Copy and paste it from the assistant banner.
From the Options tab, enter values from the selection list. These are the exact Salesforce picklist values. Add the items and order them. Select the default value and click Close.
Careful, If a Salesforce Picklist value does not exist, i.e. is empty, enter Null in the value element in your options list.

Place a check box (Salesforce Checkbox)

From the Adobe navigation bar, select the option “Add checkboxes to allow the selection of one or more options” and drop it on the page where you want it.
Double click on the element to configure it.
In the “Name” field on the General tab, fill in the Gonexa tag with the Salesforce checkbox field to be displayed. Copy and paste it from the assistant banner.
The box will be checked if it is checked in Salesforce and gets a true/false value.
Click on Close to confirm.
Careful, A checkbox tag can only be called once in the document.

Create radio buttons (single selection list)

From the Adobe navigation bar, select the “Add checkboxes to allow the selection of mutually exclusive options” tool and drop it on the page where you want it.
Name them with the Gonexa tag created from the wizard.
From the banner, modify the values: choice 1, choice, choice 3... with the name of the Salesforce PickList value.
A success message will let you know that the templates have been imported successfully
You can check in Salesforce that the templates have been imported successfully.

Save, upload your document to Salesforce, and test it out.

Create an Excel document template

Create a document template in XLSX input format

We are going to break this training down into 4 steps :

Creating a table in Excel
Make calculations (Average, maximum, sum...)
Create a formula
Insert a pivot table

Training prerequisites

Know how to make a Word template
Have created a document template with a child object

Create a table in Excel

STEP #1

From the document template, add tags to the main objects at your convenience using the assistant banner.

To add tags to a child object, you must first have set up a child object in the document template.

💡 Tip: please define the printable content of your Excel page so that all elements can appear on a PDF page upon generation. Access the final version by activating the page mode of your Excel.

Add a table

Insert a header in your document with column titles
In a second line, insert the tags on the child object via the assistant
Select the table, then from the Insert tab, click Table
Check the box “My table has headers” if you had already set them up and click OK
Once the board is created, go to the Table tab.
In the Table Name box, name it with the label of the label of the child object to be set up in Salesforce. (Ex. QuotelineItem)

Save, upload your document to Salesforce, and test it out.

Make calculations (Average, maximum, sum...)

STEP #2

Do calculations like the average, the maximum, and the sum linked to your chart.

Activate the Totals Line

Select the table already created
From the Table tab, check the “Totals row” box
An additional line will appear
Select the new box, and on the arrow to choose the type of calculation to be carried out among the average, the maximum, the minimum, the sum...

Save, upload your document to Salesforce, and test it out.

Create a formula

STEP #3

Avoid creating a formula field in Salesforce and add logic directly into your Excel document.

Activate the totals line

Add a column to your table and give it a name
From the row in the new column, insert your Excel formula starting with “=”
Select the box (s) involved in the calculation and build your formula in the following form: = C17 * 0.20

💡 Tip: Add the expected formats: standard, currency, fraction, fraction, time, date... to make the right format appear during the generation.

Save, upload your document to Salesforce, and test it out.

Insert a pivot table

STEP #4

Display a graph and cross-check information dynamically in your document on a separate sheet.

Create a dynamic table

Select your board
From the Insert tab, click Pivot Table
From the “Create a pivot table” pop-up, check “New spreadsheet” to display the report on a separate spreadsheet and click OK.
From the new sheet on which your pivot table will appear, check the boxes of the table fields to appear on your table.
Move fields into target areas across filters, columns, rows, and values by dragging and dropping them.
Click on the i next to the item to choose the display mode: sum, average, maximum...

Save, upload your document to Salesforce, and test it out.

💡 Attention: You won't be able to add Gonexa doc tags on the same page as your pivot table.

Display a graph and cross-check information dynamically in your document on a separate sheet.

Add a chart

From your selected pivot table, select the graph you want to appear.
Place it on the page where you want it.

Save, upload your document to Salesforce, and test it out.

Create a PowerPoint template

Create a document template in PPTX input format

We are going to break this training down into 3 steps :

When to create a PowerPoint template?
How do I create a Powerpoint template?
The specificities & limitations of the Powerpoint template

Training prerequisites

Know how to make a Word template
Have created a document template

When to create a PowerPoint template?

STEP #1

Create documents that can be generated in PDF or PowerPoint format to use a document as a slideshow.

Generate a document in Horizontal format

⚠️ Attention: The PowerPoint format has limitations, if you want to use this format to obtain a PDF document in horizontal format, it is recommended to move towards creating a document in horizontal Word format.

From Word, go to the Layout tab
Select landscape orientation

Edit a PowerPoint

If you want to design visual presentations in the form of slides, generate a PowerPoint document and modify it in this format

How to create a PowerPoint template

STEP #2

Set up your document template as usual and add one or more child objects as needed.

PowerPoint template creation

Create slide masters to homogenize your presentations from the View tab
Change the background layout, add shapes and images, and create the design you like
From the Image Format tab, use foreground or background tools, manage automatic alignments, and reorder objects to create a quality document

Add tags

Add dynamic tags using the Wizard where you want

Add tags to the main object in the text boxes
Add the tags on the child object in a table

Specificities & Limits of the PowerPoint template

STEP #3

Powerpoint is mainly distinguished by the management of pages, which are in the form of slides. The document can no longer be read continuously, but with independent slides

Slide Management

A PowerPoint template does not read continuously, but is made up of standalone slides. In the case of adding long text or a table, the text will not move to the next slide.

Make sure the content fits on a slide, by checking that the text is not too long and that the key points fit on a page
As part of a chart, check that all the information you want to display fits on a single slide. Adjust the font size or add a condition on the number of items to be displayed.

Limits of PowerPoint

The principle remains the same as for a Word document, you can add child objects, dynamic images, resize on the main object, associated documents, raise relationships, filter tables...

No dynamic images added to child objects
The Gonexa Today's Date tag is not compatible
Tag extensions: date format, number, number, calculations, rich text are not taken into account
The display conditions are not compatible with PowerPoint
Adding a dynamic appendix to an associated PowerPoint template is not possible