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Drawloop Document Generation for Salesforce - Practitioner 2 hr 0 min
Drawloop Document Generation for Salesforce - Practitioner
Create & deliver dynamic documents with your Salesforce data.
Drawloop is an app easily installed from the Salesforce AppExchange that can push data from any type of data model into any type of document. This includes any flavor of Word, Excel, PowerPoint & PDF as templates. The best part is this is all done declaratively and without code.
In this course you will learn the basics of Drawloop. This includes moving over data from Salesforce and into output documents. This course will also review ways to deliver the document and bring in information such as additional documents based on logic.