TL;DR In order to automatically create document in Viewer you need to provide 2 inputs: Record Id and Template Id in the Viewer Flow custom action. Easy and Fast 😀 Define the document template Before setting up a trigger flow to automatically ...
Step 1: Prepare your template The initial step is to ensure that you have your template prepared. This template will serve as the basis for implementing the Viewer password protected feature. Step 2: Navigate to Advance Features Once you have ...
How to Send an Email and Attach a Document Efficiently In this article, you will learn how to send an email and attach a document efficiently. Sending emails with attached documents can streamline communication processes and ensure that all necessary inf ...
Introduction to Salesforce file sharing Salesforce offers a robust platform for storing files securely, enabling teams to collaborate efficiently by sharing important documents, presentations, or media files. With just a few clicks, users can upload, org ...