Before we jump into creating a Document Solution, let's review the concept first.
We encourage you to think of Document Solution as an IKEA Wardrobe. It is a functional and beautiful addition to your home, but before you can enjoy using it, you need to set it up from various individual pieces. We are here to guide you through the whole process so that you can start getting the value from using the "wardrobe" as soon as possible.
So the individual pieces we have are:
Now that you are familiar with the concept, we can start to see it in action. To show you how to generate your document using Maven Documents from start to finish, we will go into detail about creating and generating a simple quote document. So let's start!
To create a Document Solution follow these steps:
Open the Maven Documents App. You will be using this app through this tutorial, so you should get used to it.
Open the Document Solutions tab.
Click the "New" button to create a new Document Solution.
Document Solution only has the Name field. We're going to name the solution "Sales Quote". Type the name and click "Save".
The Document Solution has been created. You completed the first step towards our goal: a quote document. Next, you'll get started with Query Builder, so you can put some of the Salesforce data in the document.
Instead of creating your Document Solution manually, you can also choose and install already set-up Document Solutions from our Document Solution Gallery!
You can click "Install" to have that Document Solution installed. (Or you can click anywhere else on the preview image to have it opened in the new browser tab)
Currently, you will only find a simple Sales Quote Template in the Gallery, but stay tuned - we plan to add many more very soon. Those new ones will include templates of the most often used documents in Salesforce such as Invoices, Orders, Agreements, Proposals, Contracts, etc.
You can freely edit the newly installed Document Solution - add new Templates, change existing ones, add fields in the Query Builder, add new actions - basically whatever you like. It is owned by the user who has installed it and it behaves the same way as if it had been manually created.
You will find Advanced Settings as a separate tab on the Document Solution Layout. The tab holds Advanced Settings component that will help you tweak some settings on Document Solution manually.
The component contains several attributes that will likely grow over time:
The value is shown as a toggle:
Default value: false
This attribute is mostly used by the support team, so before playing with it yourself, better contact your support agent.
The attribute is shown as a toggle:
False is option a legacy functionality and will be abandoned in future releases, as the desired way of defining the variables is on the Maven Documents Query Builder tab.
Default value: True
The Data Formatter attribute is defined with a string value.
Default value: empty
Be aware of some consequences of having this setting enabled:
1. Date and DateTime fields will be sent in standard ISO format. But if you still need to have a date in the specific format and the formatting turned off, then you can create a formula field on Salesforce and then use it as a merge field in the query.
2. Having a parent.child query will break the generation process. For example, the OpportunityContactRoles.Contact.Name field in the document will cause an error in the generation process. Instead, you can create the formula field on Salesforce, that will hold the data from the child field.
This attribute is presented as a picklist with the following options:
Default value: Google App Script
If you are still not sure about the purpose of any of these settings, we've added some help messages. You just need to hover over the "i" icon next to the corresponding attribute and read the appeared text.