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Now that we’ve seen how S-Docs Jobs work behind the scenes, we can see how we might leverage their functionality with Salesforce Processes, apex triggers, and Salesforce flows. If you wanted to delete these documents for good, you could delete them from the S-Docs related list. Note that these documents would still exist in the S-Docs related list on the account record page even if we deleted the Job that created these documents. For example, if we created an apex trigger that would create a Job to generate three documents whenever an account record was created, we would see those three documents in that account record’s related list like so: A related list for these documents will be automatically created on the page of the record you generated the documents for. You don't need to find the job record to view documents generated by a job, however. You can click on their icons under the Job Execution Details section to view them. The documents the Job generated will also be included in the record. the Object ID), and other relevant Jobs fields. the Doclist), the ID of the record it generated documents for (i.e. The record will show you things like the IDs of the templates used to generate it (i.e. You can open a job record by clicking on the SDJob number on the left. However, you can delete logs by opening a job record and clicking Delete (though this may also be done programmatically).

In most (if not all) cases, we will not be creating Jobs records with the New button here the records here should be created by your Salesforce Process, apex triggers, Salesforce flows, etc. To view these records, navigate to All Tabs ('+' icon), then scroll down and click S-Docs Jobs.Īll S-Docs Jobs records appear here. When one of the three methods (Salesforce Processes, apex code, or Salesforce Flows) creates an S-Docs Job, it is stored as an S-Docs Jobs record.

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to generate and optionally email the specified documents)īefore we see how to use S-Docs Jobs for automatic document generation, we’ll see what the Job records themselves look like.

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Finally, you will need to set the SDOC_Start_c field for this Job record to “true” in your apex code or Salesforce flow to run this Job (i.e. Optionally fill in the fields for emailing these documents.Specify the name of the template you would like to use for document generation.Specify this record’s object API name (Opportunity, Account, etc.).Specify the ID of the record you would like to generate these documents for.To automatically generate S-Docs with S-Docs Jobs, you'll be configuring your Salesforce Process, custom code, or Salesforce Flows to do at least five things: You'll use these fields later when configuring your document automation. Automatic Document Generation with S-Docs JobsĪn S-Docs Job is a simple, intuitive Salesforce object designed for automatically generating (and optionally emailing) documents with your custom code, Salesforce Processes, Salesforce Flows, and other integrations.įor use with your custom code, Salesforce Processes, or Salesforce Flows, the API name for S-Docs Jobs is SDOC_SDJob_c, and the API names for some of its relevant fields can be found in the following list. Please refer to this documentation for more information about batch document generation. The possibilities to further automate and distribute your documents are unlimited.

For example, a user could select multiple records at once from a list view and send each record a custom invitation email to an event. If you are looking for a way to generate multiple S-Docs (in batch) from an object list view, you can accomplish this with S-Docs Jobs as well. This document will show you how to use S-Docs Jobs to automate document generation in three different ways: with Salesforce Process Builder, Apex Triggers, and Salesforce Flows. Whenever the field value is changed, even from a mobile device, the process is invoked and the documents are generated and optionally emailed. Users would not need to click on any buttons or choose any templates.

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If you're looking for a way to automate your document generation process-perhaps you want a document to be automatically generated and emailed when a field value has changed or a date has passed-this document will help you configure S-Docs to meet your requirements using the S-Docs Jobs object.įor example, when a user changes an opportunity stage field to “send quote,” you can configure S-Docs to generate a PDF quote along with a customized cover letter and email it to the opportunity contact.

Click here to contact our team for more information. Please note that automation is only available to S-Docs Unlimited Edition customers for an additional fee.

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