A ConfigType will make the link between data and the action to take on the MergeField in the MS Word Document.
Dynamically load pictures from Salesforce into your documents. Linked to records, eg products. Multiple linked to a single record, eg case. And the super complex stuff to add APEX to get exactly what you want.Product pictures (not complex): Case pictures (medium complex): Logo pictures (very complex): Optimize your pictures for size
Take control over your DataSource. Write your own SOQL's and use the full power of Salesforce.com. Use GROUP BY, AVG/SUM/MIN/MAX/.., LIMIT, complex WHERE clauses, ...
Sometimes it is easier to re-use certain data instead of having it hardcoded in your document templates. Static values can be used for this purpose. For instance company addresses, names of persons, ... . Keep them in an easy to manage and re-usable Static datasource and use them in multiple templates.
Sometimes it is required to load a large amount of pictures. The special thing here is that the pictures are not loaded in Salesforce but directly in PDF Butler. This enables us to bypass certain Salesforce limits and to faster load these pictures when they come in large amounts (up to 300). PDF Butler will load the pictures in parallel to optimize the generation speed.
Our managed package has a some unique and great Lightning components that have been improved the past 2 years to support almost any process.
Combining DocConfigs so multiple can be generated in 1 go (and can be merged into 1 document). Adding actionables to docconfigs. Re-using the same docConfig and set it up for different actions, eg pack for mailing, pack for digital signatures, other before/after actionables, running custom code, … .
Customize the PDF Butler process directly in Salesforce. Need to retrieve data from backend, do some serious calculations, prepare variables, take custom actions when the document is generated, ... . We got you covered!
Our vision is to start your document generation process in a single click but we can do even better ;-). How does zero-click sound?
Lightning Flow is a great tool to build business logic and represent it visually. You can just plug in PDF Butler in your Flow
Want to handle events, use the most popular ADMIN tool on the Salesforce platform: Process builder.
Lightning components or buttons, we give you the option. You can use both and have the same powerful experience for your user.
You might have a use-case in which your end user needs to select data or ranges and you want to use that information to select data for PDF Butler to handle. We got you covered and you do not even have to write APEX!
Automation sounds great but you are taking it to the next level... APEX!
We can cover so much in our Datasources but you might have a use case that is even harder! Complex grouping, calculation, integration with backend systems, tranformation of data, ... . With an APEX Actionable, you can prepare your data in APEX before PDF Butler handles it. No need to store your transformed data, calculated Just-In-Time and passed on to PDF Butler.
A permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. Users assigned the permission set group receive the combined permissions of all the permission sets in the group.
Permission set groups with PDF Butler (but also BULK, COLLABORATION and SIGN Butler) is the best way to use the permissionsets from the managed package without cloning.
Best to setup 2 types of permission set groups:
Transform your view in CPQ "Edit Lines" to your document. Your customers deserve a well-structured quote document that gives a perfect overview.
Using groups in your "Edit Lines" is very powerful. To use these groups to build a better structure and overview in your quote is even more powerful.
In this tutorial, we will guide you step by step to create a Service Report that shows
Create the best looking Service Report ever.
Get our thumbnail component via: firstname.lastname@example.org. This is a PDF Butler Actionable that can be easily installed as a package. Comes with comments and unit-tests.
PDF Butler will match your environment setup and development lifecycle. You can have different "stages", you can see these as versions
in your development & deployment lifecycle. Map these stages to your Salesforce Orgs. By default everybody will have a PROD and a TEST stage.
If you want more, just sent a mail to: email@example.com
Following stages are available:
When you have registered for PDF Butler, you can reuse the same username and passwords on every environment. PDF Butler will know which configuration you need by the Stage that is set in your Org or Sandbox. Deploying between Stages, and thus Salesforce.com Orgs is done by a few clicks (see Deployment)
Overview of how PDF Butler can solve common questions on Salesforce products.
Provide common Case data and a list of Case Articles.
You can use PDF Butler directly from your lightning community..
Common questions on using PDF Butler in a community:
1) Make sure to configure the sharing rules on the PDF Butler objects for external users. Add these objects:
Overview of how PDF Butler Doc Config types. Following types are available:
Start from MS Word to generate your PDF or MS Word documents.DocConfig email
Reusable MS Word templates, keep documents like product sheets or terms&conditions separately and so much more possibilities.
A usefull overview of TIPS & TRICKS we have used and learned from our customers.
Sometimes you have the requirement to print a section of information for several records on multiple pages. This tutorial shows you how.
A lot of companies have to support multiple languages, brands, templates, ... . No need to re-create the full configuration!
How to link multiple templates to the same DocConfig? And more importantly, how to use the correct template automatically?
You will learn all of this in this video.
We will start with the quote from the "Get Started" section and translate that one.
Every country, language, and combination of both have their way of formatting dates, currencies, numbers,...
The combination of language and country is called locale. For instance, in Belgium, we speak Dutch, French, and German. Our locales are:
CPQ offers powerful tools to translate your products and product information. With our "CPQ Translations" add-on, we can use those translations in your multi-language documents.
It does not matter if it is text, text-area, or rich-text fields. All are by PDF Butler supported!
Use your CPQ Localization config to translate your documents.
Request access to this free package via: firstname.lastname@example.org
A usefull overview of FAQ we have used and learned from our customers.
This error is annoying, Salesforce tells us the best practice is to use Protected Custom Settings for confidential information, then it goes and invents a new permission and then it does not allow ISV partner to add it to their permissionsets automatically. Sorry, you have to set it yourself.Check System Permission “View all Custom Settings”
PDF Butler support is all about helping! So the best way to help is to access your Org.
No need to create a user, you can just allow access for a certain time. This allows us to check your question.
You need to grant login to "CloudCrossing Support", this is the name of the company that owns the PDF Butler product.
Sure it does!
There is a "but" ;-)
Generating documents is always possible but if you want to configure DocConfigs, you will need to create a password for you Scratch Org user and login via the browser
You can generate a password via: sfdx force:user:password:generate --targetusername <username>
You can see the password again by running "sfdx force:user:display -u <username>"
SIGN Butler, the complete guide.
Ask install and access to SIGN Butler via email@example.com
Basic setup for a quote that required only 1 signer.
Basic setup for a quote that required only 2 signers. We will configure 2 contacts that have to sign in sequence (1 by 1).
Some cases you have a process that the number of signers is dynamic. For instance, depending on the amount of the opportunity, a flow, trigger or process builder will add a 2nd signer.
Important to know is that the signature placeholder numbering must start with 1 and cannot skip numbers. So use the PDF Butler magic to set the correct numbers if required. "#SIG0[[!YOUR_NUMBER!]]_200_200".
Want to wait for the confirmation the Sign Request is created or just fire and forget? The last one is the best for user experience, super fast and all processing happens in the background.
Launching the Sign Request via a Process Builder requires a Silent launch.
Silent: Use Actionable class "cadmus_sign.Actionable_SignButlerSilent".
Non-Silent: Use Actionable class "cadmus_sign.Actionable_SignButler".