Drawloop Document Generation

MassLOOP: Automatically Set Email Notification Preference

Overview: Each time you run a MassLOOP in Drawloop Document Generation you will automatically receive email notifications that the process has: Began Completed Encountered an error for one or more records Many users prefer to customize this setting to only receive an email notification when an error is received or when the process ends rather than receiving all… Continue reading MassLOOP: Automatically Set Email Notification Preference

Salesforce

Salesforce Certified Admin (ADM201) PowerPoint Study Guide

If you are preparing to take the Saleforce Certified Admin exam (often referred to as ADM201) and looking for up-to-date material, check out this awesome PowerPoint deck! The PowerPoint file uses a macro to shuffle the slides around to ensure you know the material and don’t just memorize the order of the questions 🙂 When you watch… Continue reading Salesforce Certified Admin (ADM201) PowerPoint Study Guide

Drawloop Document Generation

How to Configure Advanced Optional Documents

Problem: You want to automatically include or exclude a document based on a field value. For example, when you generate a Quote you want a product sheet specific to the potential customers Industry to automatically be included. Benefits of using Advanced Optional Documents: Automate the include/exclusion of documents based off a Salesforce field value Minimize… Continue reading How to Configure Advanced Optional Documents

Drawloop Document Generation

How to Populate Dynamic Charts in Your Generated Document

Problem: You have a Salesforce report with raw data and you want to show a visual representation of this data via a chart in your generated document. Downloads: Get the Excel template here: Dynamic Charts – Excel Logic Get the PowerPoint template here: Dynamic Charts – PPT Steps: 1. First, we will need to figure out what… Continue reading How to Populate Dynamic Charts in Your Generated Document

Drawloop Document Generation

How to Populate Dashboard Images in Your Generated Document

Problem: You want your generated document to contain a dashboard image. Steps: 1. Navigate to the Salesforce Dashboard and right-click on the image. Select ‘Copy image address’. 2. Navigate to the record you are running from and paste the URL into a text field. For our example, we are using the Description field on the Lead… Continue reading How to Populate Dashboard Images in Your Generated Document

Drawloop Document Generation

How to select a Specified Signer when sending via Drawloop + DocuSign

If you are integrating Drawloop + DocuSign and unsure which Specified Recipient to select use this guide below: User Selected Contact The recipient is a Contact and is selected by the User running the DDP at the time the DDP is being ran. Current User The recipient is the User running the DDP. Selected Contact The… Continue reading How to select a Specified Signer when sending via Drawloop + DocuSign

Salesforce

Quickly Toggle Between Salesforce Classic and Lightning

App Name: Launch It! by OyeCode Type: Chrome Extension Purpose: Click the extension icon to toggle between Salesforce Classic and Salesforce Lightning views Get it: Click Here! Comments: Most hacks previously used to get to Salesforce1 now redirect you to Salesforce Lightning (ex: adding one/one.app at the end of a URL). This app appears to have been built to… Continue reading Quickly Toggle Between Salesforce Classic and Lightning