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Document Generation in Salesforce

Updated: Dec 30, 2022

Generating robust documents in Salesforce can be challenging for businesses. There are plenty of tools available and Summit Technologies LLC can help you implement them successfully.


Salesforce Industries Document Generation enables businesses to create and maintain accurate documents associated with standard Salesforce objects such as contracts, opportunities, orders, quotes and custom objects as well.


Salesforce OmniStudio Document Generation helps you generate documents from Microsoft Word and Microsoft PowerPoint templates. These templates can include values from any JSON-based data in the text, including any data from any Salesforce object. You can generate contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more.


Salesforce Industries Document Generation works with Vlocity Insurance and Vlocity Health, for communications, media and energy, for utilities and

Document Generation Options with Salesforce

government, and more. Vlocity Analytics provides pre-built measurement tools integrated with Salesforce Reports, Dashboards, and Einstein.


The Salesforce AppExchange includes over 200 additional document generation tools that your Salesforce partner can help you select, install, and implement.


Regardless of the specific document needs for your business, Summit Technologies LLC can simplify getting you up and running as a part of any of our Salesforce Quickstarts or implementation services.



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