Initial training

Create tables

• In your document template, go to the Gonexa Assistant component
• Click on “+ Child object”

• Select the Salesforce object linked to your context (ex: Opportunity products linked to the opportunity)
• Rename the tag label correctly if you want to have several tables on the same child object
• Click on “Create”

• Repeat the operation several times with a correctly named label each time (ex: Label #1 = Product, Label #2 = Service, Label #3 = Option”)
• We end this part by clicking on “Access tags” in order to facilitate the insertion of tags in the final document.

This step is based on standard tables offered by Word. For more simplicity, feel free to use our pre-designed templates available on our website.

• Insert a new table with 2 rows and the number of columns you want
• The first line will allow you to have the names of the columns, name the columns as you want
• On the 2nd line, we are going to use the Wizard that we opened earlier to put the tags
• Click on the desired child object and look for the field according to what you want to put in your table
• Finalize the template with all the fields you want to see displayed

To make it easier to understand, you can download the template shown during the demonstration below:

• Go back to Salesforce and upload the Word template with the tables by clicking on “Upload version”
• Make sure you have a test record with children
• Test the generation to see the final result

Filter data

Filters ensure that you only see data that is relevant to your context. Here, we want to filter only the “Product” category in the 1st table, the “Services” in the 2nd, and the “Options” in the last. We use the same Salesforce object 3 times but with different views.

• Knowledge of your Salesforce is essential to know the right filter to use and who will be the one fed with the right data.
• If the field that can filter the data has not yet been created, you must create it and ensure that it is populated.

• In the Gonexa Assistant component, edit the child object by clicking on the pencil
• In the “Filter” section, add a record retrieval filter
• Find the field to use for the filter
• Indicate the operator and the expected value (ex: Product family = Service)

• Go back to your context (Quote, Opportunity,...)
• Make sure you have completed data on the filtered field
• Generate to verify that the filter has been applied

Sort data

This step is optional since it will simply improve the organization of the data in your table a bit at the time of generation.

• Same as for the filter, you need to identify the right field that will allow us to sort dynamically

• Go back to the child object you want to sort
• In the “Sort” section, specify the field you want to sort with
• Choose sorting order from Ascending or Descending
• Example: ascending sorting of the ProductCode field

• Go back to your context (Quote, Opportunity,...)
• Make sure you have the data filled in on the sorted field
• Generate to verify that the sorting has been applied

Grouping data

Group all the elements of a child object that correspond to a criterion, that is, group the rows of a table in a Word document according to a Salesforce field such as the family of a product for example.

From the child object of your document template:

• Go back to the child object you want to group

• Choose the Salesforce field to group on. It can be an object based on the child object or on a parent object of the child object.
  Example: Product2.Family
• Name the field “Group Name” in any way you want.
  Example: Group

From your document template, build your table using one of the following two methods.

• From your Word document template, create a table with one column and two rows, with the first row containing the name of the group.
  ‍
  {!Group name|Api name of the field to group on}
  ‍
  Example: {!Group|Product2.Family}
• In the 2nd row of the table, insert the entire table. (Header, columns, and rows) containing child objects
• Adjust borders and columns to suit you using Word formatting.