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Use Salesforce record to fill Word template

I have a trigger that executes when a particular field in a Salesforce record is modified. When that record is modified, I would like to pass all of the Salesforce object's fields to the Word template, generate a PDF, and email the final file.

 

I am having trouble passing the fields to the Word template. For example, should I create a dictionary between Salesforce field names and Word template field names? Or would it be easier to just name the Word template fields the sames as their equivalent Salesforce field names. I didn't find the Microsoft Documentation for this process to be helpful.

 

Thank you

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Community Support
Community Support

Re: Use Salesforce record to fill Word template

Hi @rshelton,

 

It would better to name the Word template fields as their equivalent Salesforce field names, there is a video you could refer to, though it is getting data from SharePoint, it will help you make sense it:

https://www.youtube.com/watch?v=bDnd6QWBim8&feature=youtu.be&t=145

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

1 REPLY 1
Highlighted
Community Support
Community Support

Re: Use Salesforce record to fill Word template

Hi @rshelton,

 

It would better to name the Word template fields as their equivalent Salesforce field names, there is a video you could refer to, though it is getting data from SharePoint, it will help you make sense it:

https://www.youtube.com/watch?v=bDnd6QWBim8&feature=youtu.be&t=145

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

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