TL;DR

viewer2.viewerInvocable2.Request req = new viewer2.viewerInvocable2.Request();
req.recordId = 'place Id Here'; // RecordId of the Primary object 
req.paramString = 'place Id Here'; // viewer2__Template__c Id you want to create
List<viewer2.viewerInvocable2.Request> SObjectsList = new List<viewer2.viewerInvocable2.Request>{req};
List<viewer2.viewerInvocable2.Response> testList =   viewer2.viewerInvocable2.execute(SObjectsList);
System.debug(testList);

Creating Documents from Apex Code in Salesforce

In this article, we will explore how to create a document from Apex code in Salesforce. Document creation is a crucial aspect of managing data and information within Salesforce, and Apex code provides a powerful way to automate this process. By leveraging Apex code, users can generate customized documents based on specific criteria, saving time and improving efficiency in document management workflows.

Overview of Document Creation in Salesforce

Document creation in Salesforce allows users to generate various types of documents such as reports, contracts, invoices, and more directly from the platform. By creating documents through Apex code, users can dynamically populate content, apply formatting, and customize templates based on specific requirements. This flexibility enables organizations to streamline document generation processes and ensure accuracy and consistency in the output.

Setting up the Template in Viewer

Before writing Apex code to generate a document, it is essential to set up a template in the Document Viewer within Salesforce. The template serves as the foundation for the document and defines the layout, structure, and styling of the final output. Users can design templates using the Document Viewer tool, choosing fonts, colors, images, and placeholders for dynamic content insertion.

By configuring the template in the Document Viewer, users can ensure that the document generated by Apex code aligns with the organization's branding guidelines and formatting standards. Templates can be saved and reused for future document creation, providing consistency across various documents generated within the Salesforce environment.

Writing Apex Code to Create a Document

Once the template is set up in the Document Viewer, users can proceed to write Apex code to generate a document based on the defined template. Apex code allows developers to retrieve data from Salesforce objects, perform calculations, and dynamically populate the template with the required information. By integrating data manipulation logic into the code, users can create personalized documents tailored to specific use cases.

Apex code can leverage Salesforce's Document Object Model (DOM) to interact with the template and generate the final document output. Developers can use Apex classes, triggers, and methods to automate the document creation process, ensuring accuracy and efficiency in generating documents at scale. By executing the Apex code, users can produce professional-looking documents ready for distribution or archival purposes.

viewer2.viewerInvocable2.Request req = new viewer2.viewerInvocable2.Request();
req.recordId = 'place Id Here'; // RecordId of the Primary object 
req.paramString = 'place Id Here'; // viewer2__Template__c Id you want to create
List<viewer2.viewerInvocable2.Request> SObjectsList = new List<viewer2.viewerInvocable2.Request>{req};
List<viewer2.viewerInvocable2.Response> testList =   viewer2.viewerInvocable2.execute(SObjectsList);
System.debug(testList);

Best Practices for Document Creation

When creating documents from Apex code in Salesforce, it is essential to follow best practices to optimize the document generation process and ensure high-quality output. One key best practice is to modularize the Apex code for document creation, dividing the logic into reusable components for improved maintainability and scalability.

Additionally, users should incorporate error handling mechanisms in the Apex code to address potential issues during document generation. By implementing robust error-handling routines, users can identify and resolve issues promptly, ensuring the reliability and consistency of the document creation process. Regular testing and validation of the Apex code for document creation are also crucial to confirm the accuracy and reliability of the generated documents.