You can use the following link to install or upgrade the application.
The upcoming release is like an octopus in stealth mode — quietly working all arms behind the scenes.
While things might look the same on the surface, we’ve packed in a ton of changes under the hood: fundamental changes in working with Azure templates, asynchronous document generation, consumption metrics, and that's not even all the new features.
Follow the Release Notes to find out about new functionalities we prepared alongside improvements and bug fixes that made Maven Documents better for you.
We changed the way the "Maven Documents" Salesforce Application accesses our backend function when working with DOCX and XLSX templates.
With our "Headless" API on the backend side, we switched completely to Salesforce Named Credentials to configure communication endpoints. This way, all the authentication information is secure, centralized, and configurable.
To help you set up Named Credentials and related configurations quickly, access Maven Headless Settings on the "Setup Assistant page.
The setting gives you an option to run document generation processes simultaneously.
The feature allows you to save the generated XLSX files in PDF format.
The Flow component gives you an opportunity to send the generated document to print right from the Preview.
The Object which records contains statistical data about the generated documents.
Override the access rules to DOCX and XLSX files when uploading then with Maven Add-in.
As the "Maven Headless" application from now on defines how we work with Azure templates, you would need to set it up first to accomplish the generation process. Follow these instructions to finalize the upgrade process.
Like an octopus has 8 arms, you can consider this release to be a body part of the previous one.
With this package, Google templates become headless, DOCX and Excel files can be previewed before generation begins, and Excel files can now be exported in CSV format. Additionally, post-generation actions have been reworked. So, buckle up!
We changed the way the "Maven Documents" Salesforce Application accesses our backend function when working with Google Docs and Google Sheets templates.
With our "Headless" API on the backend side, we switched completely to Salesforce Named Credentials to configure communication endpoints. This way, all the authentication information is secure, centralized, and configurable.
To help you set up Named Credentials and related configurations quickly, access Maven Headless Settings on the "Setup Assistant page.
You can now preview DOCX and XLSX files before they are merged.
The feature allows you to save the generated XLSX files in CSV format.
Starting from this version, the majority of Actions are available only in the Flow.
There are two Actions left on the Document Solution:
Check the Upgrading Notes to seethe possible solutions and workarounds.
We continue to enhance our major release with useful features.
With this package, Google and Azure Document Templates gain similarities; the "Consumption" records provide statistics for the generated Google documents, and the Template Builder gets reworked and renamed.
The creation of Azure and Google Document Templates is now almost identical and supports the same set of features, including the PDF Conformance level, PDF Version, and others.
Get the statistical data about the generated Google documents.
From now on, the Template Builder on Google Templates is referred to as the Maven Add-on.