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Document Automation: How to create and send Media Reports with Salesforce Document Generation

Apr 21, 2022 | Latest Grid Posts, SAP

Document Automation is extremely important for corporate companies That manage Customers Relationships. Having That clarified, companies need to create, automate, and manage customers’ Documents with Salesforce, such as Verification Documents.

In this article, we will try to describe – how can we create and send Media Reports with Salesforce Document Generation. The entire process is identical for any kind of Documents, such as Resume, PDF, or DOCx, as required by a company.

You will also cover additional Topics to Salesforce Document Generation. As its name suggests, Document Generation falls under Document Automation with Salesforce, consisting of creating Documents with Salesforce and No Code Integration, along with Salesforce Data.

So, let’s start addressing the Topics in more details. If you are in a hurry and want to jump to the subjective section of the article, you can CLICK HERE.

Introduction to Media Reports

Media Reports refer to the Documents That show activity of a Social Media profile or persons. In this case, as its name suggests, Social Media report or Toolkit outlines how a person or company is performing on Social Media, such as number of Followers, engagements, or Shares.

There is another definition of Media Reports as well. A Media Report consists of media files to express or report someone’s performance about a specific Task or Industry. For example, you can include a Media Report on how a Freelancer performed while trying to achieve company’s objectives.

Media Reports are vital for performance improvements. And, you can also use Salesforce Document Generation to create document automation Workflow(s) with No Code interfaces.

No Code Tools refer to applications/platforms used to create Salesforce custom applications with No Code functionality, also allowing Salesforce Integration with no Coding requirements.

Introduction to Salesforce and Document Generation

As its name suggests, Salesforce helps companies boost revenue by taking care of the Customers Base. In this case, Salesforce products include ones used to create Feedback Surveys, automated Document generation such as Invoices, and perform 3rd party Integrations without any Coding skills required.

Document Generation is one of the most used features related to the Salesforce. By using such routines, you can create and manage Documents with No Code platforms used for the mentioned purposes. In this case, a No Code application, such as Titan DXP helps you perform Salesforce Integration of Surveys and Forms, built with a No Code Interface.

Examples of No Code Tools used to create Salesforce Documents are ones found on the Salesforce Official AppExchange Directory. You can also use a 3rd party application That provides premium features for a small fee.

Create and Send Media Reports with Salesforce Document Generation

There are many STEPS involved in creating and sending Media Reports with Salesforce. Let’s explore them one by one in below lines.

Create a Salesforce Document

There is no specific routine to create a Salesforce Document on the go. That means, it depends on a Tool’s workflow to create Salesforce Documents in a specific manner. For example, if you create a Salesforce Form or Survey That can communicate with a Process Builder, upon Form Filling, you will be able to create an automated Salesforce Document.

It also depends on a Tool’s Dashboard and algorithm to create Salesforce Documents. However, it also depends on how a Tool features list help you cross the road.

Once you have installed and setup a Document Generation tool, the next step is to create and set a Document Template. These Tasks are Technical in nature and requires knowledge of Salesforce and the No Code platform. Once finished, you should also see if the process requires creating a Salesforce Form.

Note: Watch the below Introductory video for basic information on how Salesforce Document creation works.

Send Media Reports with Salesforce Documents

So now, you should have created a Salesforce Document. It is Time to send it via Email or a Link. The process of sharing is used for expanding outreach purposes.

In this case, you can rely upon the No Code platform you used to create Salesforce Documents. Having That clarified, once a Document is created, the No Code interface will provide the option to share the Document.

For example, by using the Salesforce Document Generation tool (Titan DXP), you can see an option to share a Document via Email.

Having That clarified, depending on a Tool’s interface, you may find the sharing option at a different place in the Dashboard. You can consult your Tool’s official resources.

What’s next ?

Now That you have created and used the sharing option to perform the required routines, you are good to go to try out a No Code platform for the mentioned reasons.

Go to the Salesforce Official AppExchange Directory, choose a Tool, and install/setup to create a Document generation scenario for improved performance.

There are Tools that provide Free Trials for a limited duration. If you liked the Tool while you were trying out, you can also sign up for its Premium version for a small Fee. Make sure the Tool justifies how you work inside your company Workflow(s).

Note: You learned how to send a Document via Email once it has been created with Salesforce Document Generation. Also, you can send a Document for eSigning. To know more about Salesforce eSignatures, proceed to This awesome Tutorial.

Final Thoughts

In above article, we addressed how can we create and send a Salesforce Document with No Code platforms, such as FormTitan. Please note, the Tools’ interfaces are different from each other because each Tool provides a set of options in a different manner, as compared to other Tools.

The process of Salesforce Document Generation is Two folded in terms of Tools required. You will need a Salesforce account, along with a No Code platform to help you finish Things in a No Code interface. This is how you can use No Code Tools for improved functionality, without requiring any Coding skills.

To send a Document after creation, you can also rely on the Tool’s option. In this case, look for options That provides sharing options via Email, Link, or Social Media platforms.

For more information, please join the conversation below and let us know what you think about creating and sending Salesforce Documents with a No Code platform.

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