Initial training

Basic Setup in Salesforce

• Click on the “Document template” tab
  
• Click on “New”, by default you create a “Main” template
  

• Give the model a name: It will appear to the user if several models are present on the same Salesforce object

• Choose the main object: the Salesforce object will be the starting point for the generation, it is the basic context for creating a document
• The tag label is automatically populated with the object's API name, but you can change it to make your document model easier to understand.

• Define the prefix, here we expect a text that will be fixed for all generations and that will compose the first part of the file name
• Define the suffix, choose a field on the main object that will make up the 2nd part of the file name dynamically. Tip, you can create a formula field on the main object to have a more personalized file name
• Choose the version management policy, and the desired output formats

• Synchronous : synchronous generation allows you to generate a document immediately, you will be directly redirected to the document once generated
  

• Future : Future generation allows the document to be generated asynchronously, this means that the action will be executed in the background. In the case of a future generation, you will not be redirected to the document and it will be necessary to refresh the page to see the document
  

• External : external generation makes it possible to generate a very heavy and complex document on Gonexa servers. In this case you will not be redirected to the document and it will be necessary to refresh the page after a few seconds to see the document.
  This choice is grayed out by default on the document template, in order to benefit from it, contact your sales contact.

• Save

Child objects are items that are linked to the main object. These are the “lists associated” with your main object. For example, we will have the “Opportunity Products” linked to an opportunity.

Important, it is not mandatory to have a child object to allow a generation. Only the main object is mandatory.

• Go to the “Gonexa Assistant” component to access the creation of child objects
• Click on “+ Child object”

• Choose the relevant Salesforce object
• By default, the label is fed with the object's API name, but you can change it for greater clarity in the model
• Add a filter if you want to filter the child records to be retrieved
• Add sorting if you want to apply one for the results in the child table
• Finalize this part by clicking on “Create”

Design in Word

You can start from a document template that you already have or download a pre-designed template directly accessible via our page: Pre-designed templates

• Make sure to layout your document completely on the part that will not change at the time of generation
• Simply provide tables in your word for everything that will concern “Child Objects” (ex: Opportunity Products)

• In the template document, click on “Access Tags” in the Gonexa Assistant component
• Allow the assistant to communicate with your Salesforce (to be done only once)
• Set the window that opened with the main object and the child objects to the correct size

You will need to know what information you want to dynamically generate in your template.

• Click on the object in the Assistant to display the available fields
• Use the search bar to filter
• Click on the desired field (this field is copied to your clipboard)
• All that's left to do is paste to the desired location in your document
• You can also click on the arrows to navigate between object relationships and search for information related to the main object (move up relationships)
• Configure the formatting of the tag with the Word standard (size, color, alignment, bold...)

Publish your template

• Go back to setting up the document template in Salesforce
• Click on “Add a template”
• Select on your word template from the file explorer
• Click on “Open”
• Wait a few seconds for the success message to appear

• Make sure your template is in one of the following formats: “.docx” “.pptx” “.xlsx” or “.pdf”
• In case of a red dot and incorrect tags, a Merge fields icon allowing you to check and verify the erroneous tags in order to correct them in your Word

• This part is important to validate that the model is working as expected.
• Enter the name of a record in your main object (e.g. Edge Installation) to find a record
• Click on “Generate”