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Automatically generate document on record creation?

Question asked by stephen.parkinson1972@gmail.com on Nov 15, 2018
Latest reply on Dec 2, 2018 by leighburke

We have DocGen for Salesforce installed in our Sandbox so far, but we have licences purchased for Production too. Since our initial use case we have discovered a number of others.

 

One of these would theoretically involve a Docgen process to run at the point that a record is created (e.g. Invoices records are created in a custom object in SFDC with the data being fed through from our ERP nightly. We would like to be able to create and store a PDF copy. As the record is created we would somehow like to invoke a process that would allow the document to be created automatically without the need to manually generate it.

 

Is this possible? If so where / how would I educate myself on how to do this?

 

Many thanks

 

Stephen

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