A new era of document creation in Salesforce has arrived! docu2.me - Soublox - World Latest Movie, Series, Videos and Trailers | fetery.com

A new era of document creation in Salesforce has arrived! docu2.me

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Published on Streamed live on Nov 11, 2024

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Discover a new era in document creation and management within Salesforce! We will introduce docu2.me, the 100% native Salesforce solution that allows you to create, edit and send documents quickly and intuitively, without the need to send your data to another API outside of Salesforce. If you are tired of wasting time with manual processes, rework or complex integrations, this live is for you! See first-hand how docu2.me can transform your team's workflow with innovative features: Automated creation with Flow or APEX for increased productivity; WYSIWYG editing - what you see is exactly what will be generated in the final document; Direct sending of documents by email in formats such as PDF, DOC and others; Join us and see how it is possible to optimize document management in Salesforce in a practical and efficient way. Don't miss it! 00:00 - Introduction 04:11 - Common pain points 09:45 - Creating a document 12:20 - Page Settings 14:14 - Dynamic Fields 21:23 - Filter Block 23:08 - Resource Manager (Callable) 24:37 - Resource Manager (Variable) 26:00 - Resource Manager (Dataset) 31:31 - docu2.me home 47:24 - Questions 56:13 - Q: Can I generate documents via mobile? 57:36 - Q: Data Protection and LGPD Compliance? 58:44 - Q: Salesforce License Requirements? 01:00:47 - We will have new content 01:02:00 - Schedule your Demo #Soublox #docu2me #salesforce #BusinessAutomation #AppExchange #SalesforcePartner

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