AgentForce Extension Packages: An Overview

This article explores the Document Studio (Viewer) AgentForce Extension packages, providing insights into their functions and benefits.

Comparison Functions in Viewer App

This article explores the role of comparison functions in the Viewer App, enabling users to efficiently compare and analyze content.

Document Studio Files Swiper: A Guide

This article explores the Document Studio (Viewer) Files Swiper Extension packages, providing valuable insights for optimizing document viewing experiences.

Grant 4Winds Support login access to your organization

Learn how to give login access to your organization for Grant 4Winds Support in this article. Explore the steps to ensure seamless support.

Viewer Application : Which Salesforce Clouds Support It?

This article explores which Salesforce clouds Viewer is available for, helping you understand the options for accessing your data.

Viewer Application Security Blueprint

Explore the Viewer application advanced security architecture, showcasing serverless design, encryption, and secure integration for top-notch data protection.

Math Functions in Viewer App

This article explores the use of math functions in a viewer app, providing insights into their practical applications and benefits.

Signature Pad Component for Viewer LWC

This article explores how to utilize the Viewer LWC signature pad component to enable users to digitally sign documents.

Trigger Flow to create Viewer Document

This article explains how to generate document in Viewer using Flow

Account 360 - Template

This article provides a downloadable link to Account 360 template to help you start manage all aspects of your Account efficiently.

Automate Email with Document Attachments

In this article, you will learn how to use Flow for sending an email and attach a document efficiently.

How to use Viewer PDF password protected feature

In this article, we will guide you through the process of using the Viewer password protected feature. This feature provides an additional layer of security by requiring a password to view certain document

Text Functions in Viewer App

In this article, we will explore the use of the Text function in the Viewer application to enhance user experience and interactivity.

Automate Shareable Links for Salesforce Files

This article explores how to automatically generate a shareable link to a file stored in Salesforce for easy content distribution using flow 

How to Install Viewer to My Salesforce

In this article, you will learn how to install the Viewer Application from Salesforce AppExchange.

Regular Expression in Viewer App

In this article, we will explore the Regular Expression functions available in the Viewer App, showcasing their utility and versatility for data manipulation and analysis.

Simple Lead - Template

This article provides a downloadable link to Lead template to help you start manage all aspects of your lead efficiently.

Contact Certificates - Template

This article provides a downloadable link to Contact template to help you start manage all aspects of your contact efficiently.

How to navigate to Viewer ?

In this article, we will explore the steps to navigate to Viewer, a powerful tool for viewing and analyzing data. Viewer is a tool available within Salesforce that provides users with the ability to access and analyze data in a visually app

How to use template filter

Learn how to use template filters to manipulate and modify the available templates list in the selection drop list

Simple Opportunity Template

This article provides a downloadable link to Opportunity template to help you start manage all aspects of your opportunity efficiently.

Opportunity Group Products - Template

This article provides a downloadable link to Opportunity template to help you start manage all aspects of your opportunity efficiently.

Query Data: Viewer Tips

This article explores how to efficiently query data in the Viewer feature, providing guidance on accessing and managing information effectively. Complex query / Sun query / Relationship query

Using Regions in Viewer App

This article explores the functionality of using regions in the Viewer app

Simple Quote Template

This article provides a downloadable link to Quote template to help you start manage all aspects of your quote efficiently.

Using Conditions and Functions in Viewer

This article will explore Conditions and Functions in Viewer, focusing on their importance and usage.

Date Formats and Date Manipulation Techniques in Viewer

In this article, we will explore date formats and date manipulation techniques in Viewer, helping you make the most of your data analysis.

Simple Case - Template

This article provides a downloadable link to Case template to help you start manage all aspects of your Case efficiently.

Users Access to Viewer Application

Learn How to Grant User Access Permissions in a Viewer Application

Displaying Line Breaks in Long Text Fields

This article will guide you on how to display a line break in long text fields when needed.

Retrieve Data Using Apex Code with Viewer

This article explores the use of Apex code in Viewer to manipulate data and retrieve information from an external system in order to use it in viewer templates.

Simple Work Order - Template

This article provides a downloadable link to Wrk Order template to help you start manage all aspects of your work order efficiently.

Create template for Salesforce Objects

This article will show you how to create a template for a custom object and any other salesforce objects allowing you to easily and efficiently manage your data

Creating Documents in Salesforce using Apex

In this article, we will explore how to create a document from Apex code in Salesforce. 

Static Resource Logos - Template

This article provides a downloadable link to Static Resource Logos template to help you start using Static Resource images in your template.

Create Table of Related Records in Viewer

In this article, we will explain how to create a table for related records in Viewer.

How to change file saved name ?

In this article, we will explain the process to custome/change the saved file name in Viewer.

Create Quick Action to show Viewer

Learn How to Create a Quick Action in Order to Show the Viewer