Doc Gen
Volunteers Team
Rebecca Heald rebecca.heald@vrpconsulting.com
Aishwarya Badri aishvarya23abc@gmail.com
Phoebe Lee
Srividya srividyapadmanabhan@gmail.com
Problems
RESTRICTIONS:
One time creation, date stamped
User created
Fields like picklists and how these are displayed
Integrated E-Signature:
As a Salesforce User
I want to have a method to capture signatures
So that I can show a person has acknowledged the content of my document
Consideration: possible (but may not have legal weight)
Free solutions that could be incorporated if not provided through solution:
Solution for declarative options for admins w/o code (template builder)
As a Salesforce User
I want to be able to change templates with point and click methods
So that I am not reliant on coding skills to be able to do this (whether my own or someone else's)
Possibilities:
Solution for declarative options for admins w/o code (mail merge)
As a Salesforce User
I want to be able to add field values with point and click methods
So that I can build out merge fields without needing developer experience
Consideration: field lengths and sizes/ formats (during drag and drop show field at maximum char length?)
Doc Gen for Multiple Records
As a Salesforce User
I want to select multiple records that I can generate multiple documents for
So that I can create documents for a mass mailout
Select from a list or a report
Experience Cloud Page Template for Doc Generation
As an Experience Site User
I want to be able to generate a document from a site page
So that I can print out information I need
Move Templates from Sandbox to Production
As a Salesforce admin
I want to create document templates in Sandbox that I can then deploy to Production
So that I do not need to recreate the templates manually and so that they can be fully tested in a sandbox environment
Consideration: ensure that mail merge document templates can be including change sets
Flows & automatic creation
As a Salesforce user:
I would like to be able to create a doc from flows (screen flow or record)
So that when req are met, a doc can be created automatically and attached to the object.
Consideration: api names for mail merge fields
Print a record and all related records with one click
As a Salesforce admin
I want to create a document that prints the record I am on and the related records that I need with one click
So that I can have a pdf of word document of all the information I need
Document to assist with Subject Access Requests
As a Data Processor
I want to Click a button from a Client/Beneficiary/Customer record that collates records related to that person into one document
So that I can more easily respond to subject access requests
Note each Salesforce instance is different and depends on many elements including Feeds, Chatter, etc and what each organization has determined is reasonable/personal data.
Common file types
As a Salesforce user
I would like to be able to create documents of different (most common) file types e.g. PDF, Powerpoint (?), Docx, Excel
So that it solves multiple needs e.g. BD deck, invoice.
Considerations: not MVP. PDF will meet most needs from get go and other file types more dynamic adding complexity.
Key NPSP Objects
As a NPSP Admin
I want to have out of box solution for key NPSP use cases
So that I only need to minimal customisation to set up a document generation solution
Generate Sponsorship Record
As a Child Sponsorship Administrator
I want to generate and print a termly update for all of my sponsors, with photos and letters from their child attached. All information to merge into the document is held in a custom object named 'Sponsorship'. Attach a copy of the letter to the related Contact activity timeline. There will be in the region of 3,000 letters each term.
So that I can keep the sponsor engaged and up to date with their African child
Solution (High Level)
Template Drag and Drop Builder
Page type:
A4 and equivs
Landscape or Portrait
Components to add: (Not complete)
Image
Space
Text (Rich text)
Text box
Table
Child Objects (choose compact layout for fields associated?)
Object (Input value): Picklist of objects (system and custom)
ADD COMPONENTS:
Drag and Drop:
Image
Space
Text (Rich text)
Text box
Table
Child Objects (choose compact layout for fields associated?)
Preview as user: Lookup Id
Object (Input value):
Person Account
Merge field lookup:
Person Account Fields:
ADD COMPONENTS:
Drag and Drop:
Image
Space
Text (Rich text)
Text box
Table
Child Objects (choose compact layout for fields associated?)
Preview as user: Lookup Id
Object (Input value):
Person Account
Merge field lookup:
Person Account Fields:{{Shipping_Address__c}}
ADD COMPONENTS:
Drag and Drop:
Image
Space
Text (Rich text)
Text box
Table
Child Objects (choose compact layout for fields associated?)
{{Shipping_Address__c}}
Preview as user: Lookup Id
Object (Input value):
Person Account
Merge field lookup:
Person Account Fields:
ADD COMPONENTS:
Drag and Drop:
Image
Space
Text (Rich text)
Text box
Table
Child Objects (choose compact layout for fields associated?)
{{Shipping_Address__c}}
Dear {{FirstName}},
You have been invited to the following events:
Preview as user: Lookup Id
Object (Input value):
Person Account
Merge field lookup:
Person Account Fields:
ADD COMPONENTS:
Drag and Drop:
Image
Space
Text (Rich text)
Text box
Table
Child Objects (choose compact layout for fields associated?)
{{Shipping_Address__c}}
Dear {{FirstName}},
You have been invited to the following events:
{{Account.Events_Invited_To__c}}
Preview as user: Lookup Id
Object (Input value):
Person Account
Merge field lookup:
Person Account Fields:
ADD COMPONENTS:
Drag and Drop:
Image
Space
Text (Rich text)
Text box
Table
Child Objects (choose compact layout for fields associated?)
12 Apex Street
London
POST CODE
Dear Sprinty,
You have been invited to the following events:
Event Name: Tuesday Workshop Date: 01.01.2022
Event Name: Wednesday Talk Date: 04.01.2022