- A free 30-day trial is available on our AppExchange listing. You can also try the Maven Documents Test Drive to check product capabilities in a pre-configured environment.
- You must be missing a license for Maven Documents. Ask your Administrator to assign it to you. More information can be found in our documentation.
- To keep the Salesforce setup (layouts, tabs, etc.) the way you already have it, we are not allowed to change the configuration in your org. Thus, your team needs to read the Release Notes and add all the recommended fields, tabs, etc., to your current Salesforce setup.
- No. Currently, only one Google account is allowed.
- We don’t allow deletion of the current month's Document Requests for two reasons. One of them is history tracking for document generation. The "Document Request" object holds information about generated documents and can be useful for troubleshooting any issues if they are present. Another reason to keep this month's Document Request is for us to calculate fair product usage for billing purposes.
- The reason for that is likely the permission level you have. Maven Documents allow two sets of permissions - Admin and Standard. Only Admin can change document generation settings and template configuration. Contact your Administrator if you need your permissions to be updated. More information can be found in our documentation.
¶ It’s great that you can store generated documents as Salesforce files, but I am worried about file storage limits in my Org. What is the best way to handle it?
- We understand your concern, and we already took care of it! With Maven Documents, you can send your files to the cloud and even place them in a specific folder if you want to. You can easily automate the deletion of a Salesforce file with a Flow or Apex if storage is a sensitive topic for you.
¶ Where can I get the Client ID and Client Secret values for the App-to-App Flow configuration?
- Follow these steps to configure an app registration and obtain credentials for API authentication.
Although the instructions below should be enough, we still recommend checking the Microsoft documentaton.
- Navigate to App Registrations in the Azure Portal or Entra Portal.
- Click New registration.
- Fill in the required fields:
- Name: Enter a descriptive name for your application.
- Supported account types: Select Single tenant only.
- Redirect URI: Leave this blank (not required).
- Click Register.
- Open your newly created app registration.
- In the left-hand menu, select Certificates & secrets.
- Under Client secrets, click New client secret.
- Provide:
- A name/description
- An appropriate expiration duration
- Click Add.
Copy the secret value immediately. This value is only shown once and cannot be retrieved later.
- In the left-hand menu, select API permissions.
- Click Add a permission.
- Choose APIs my organization uses.
- Search for and select the Maven Headless API.
- Select Application permissions.
- From the available permissions, choose:
- Click Add permissions.
- In the API permissions section, click:
- Grant admin consent for {tenant domain}
- Confirm the action when prompted.
- Go to the Overview page of your app registration.
- Copy the Application (client) ID.
These will allow you to request an access token and make authorized API calls.