Drawloop -How to Use Connected Data (LEDD)

Topic

In the Classic interface, you were able to drag and drop Salesforce reports or Excel as Middleware file to your templates. The same can still be done in LEDD 

 

Instructions

1 - Navigate to your DocGen Package and go to the Documents tab

2 - Go to the template that you would like to associate your Salesforce report/Excel as Middleware with and click "Edit" from the arrow

natsu_docs_3-1610733846217.png

 

3 - Navigate down to the "Connected Data" section. Select "Salesforce Reports" if you're looking to connect to a Salesforce report. Select "Named Ranges from Excel Template" if you're looking to do Excel as Middleware. Select the file/report you wish to use.

screenshot.png

4 - Give an alias if you're using a Salesforce report. You can also add a filter parameter

natsu_docs_1-1610733259655.png

5 - Enter in the range name that you've used for your Excel file if you're using Excel as middleware

natsu_docs_2-1610733793860.png

 

6 - Hit Save!

Additional Information

For Excel as Middleware, in order for the Excel file to appear, you will need to have the Excel template included as part of the DocGen Package.

 

Related Links

Labels: (1)
Version history
Revision #:
2 of 2
Last update:
‎02-04-2021 08:40 AM
Updated by:
 
Contributors