¶ Document Templates
Now that you've collected the Salesforce data that you need for Sales Quote document using Query Builder, it's time to build a Document Template. And, with Maven Documents that comes easy as well.
First, you need to create a Document Template in Salesforce, which connects a Google Doc, Google Sheet, DOCX, or XLSX files you plan to use as a template with the Salesforce data you pulled in the previous step. If you have successfully connected your Google Account with Maven Documents, you can create templates using Google Docs or Google Sheets, save them in your Google Drive, and then use them for your document. You also have the option to grant Microsoft Azure API access to Maven Documents application, so you can directly upload a Microsoft Word DOCX or Microsoft Excel XLSX file to Salesforce.
¶ Create Document Template in Maven Documents
The Document Template links Document Solution to a specific Google, DOCX, or XLSX file, so you can use queried fields from Query Builder. You can have multiple different Document Templates for the same Document Solution, and choose which one you want each time you generate a document. In fact, in this tutorial, you are using the same Document Solution for the Google Docs, Google Sheets, DOCX, and XLSX Templates. Awesome!
To create a new Document Template:
- In Maven Documents App, open Document Templates tab and click New.
- Name your Document Template Sales Quote Template and in Document Solution lookup field, select Sales Quote.
- In Template Type field, you can select the type of your document. It could be either a Google Doc, Google Sheet, DOCX, or XLSX file.
- Template document Id field needs a more detailed explanation.
- If you are using a Google Docs or Google Sheets file, paste the ID of your Google Document to Template Document Id field. You can find the ID value of your document in the URL of the document. For example, for Google Docs it would look something like this:
https://docs.google.com/document/d/ID/edit, but instead of ID, you’ll have your document ID there. - If you are using a DOCX or XLSX file you should leave Template Document Id field blank for now. The necessary information will automatically appear in Template Document Id field once you’ve uploaded the certain DOCX or XLSX file to your Document Template in Salesforce
- If you are using a Google Docs or Google Sheets file, paste the ID of your Google Document to Template Document Id field. You can find the ID value of your document in the URL of the document. For example, for Google Docs it would look something like this:
- If you want to have a specific name for the generated document you could populate Document Title field with this name. If you leave this field blank, the generated document will be named after the Document Template.
- Click Save.
And that's it, you have now created the Document Template.
Note: It is important to remember, that document title can also contain merge fields like {!Opportunity. Name}. So you can start customizing your document from the very beginning.
Once you have created a new Document Template, you can either open it directly in the new browser tab by clicking Document Template on Open Template field:
or you can preview the template right there on Salesforce by clicking Template Preview tab.
Note: Options mentioned above work only for Google Docs and Google Sheets. To preview the DOCX or XLSX file you should go to Files field on the Document Template and click the uploaded file.
Next, you are going to style the created document using Template Builder. As it was mentioned earlier, you could use the following files to build the template:
Follow the corresponding links to read the instructions on building your document with Template Builder at hand.