If your business uses Revenue Cloud, you might need to create documents fast. OmniStudio helps, but you need to set it up first. Follow these steps to get started.
First, install the OmniStudio package in Salesforce. Search for OmniStudio or Salesforce Industry Package and follow the setup steps. If an update is needed, contact Salesforce support.
To let users create and generate documents, give them the right permissions. Go to Setup, search for Users, and assign these permissions:
Document templates are stored in a Document Template Library, which you need to set up in Salesforce Classic:
Go to Setup, search for Document Generation Settings, and enter the required details. This allows document generation for your company.
Data mappers help bring in and format data for document templates. There are two types:
For the Transform Data Mapper, choose Document Template as the output. This makes sure the data is placed correctly in the template.
Integration procedures help automate document creation. To create one:
Once set up, you can create documents using:
The system will generate a document based on your selected template and format (Word, PDF, etc.).
By following these steps, you can set up OmniStudio document generation in Revenue Cloud without problems.
“When set up correctly, OmniStudio makes document generation simple, reduces manual work, and improves accuracy.” – Connor Sandstrom, SOLVD Consultant
Need help? Contact SOLVD today and let us guide you through the setup process.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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