cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
rshelton
New Member

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

1 ACCEPTED SOLUTION

Accepted Solutions
v-litu-msft
Community Support
Community Support

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
v-litu-msft
Community Support
Community Support

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

Helpful resources

Announcements
MBAS Attendee Badge

Claim Your Badge & Digital Swag!

Check out how to claim yours today!

MPA User Group

Welcome to the User Group Public Preview

Check out new user group experience and if you are a leader please create your group

secondImage

Are Your Ready?

Test your skills now with the Cloud Skill Challenge.

Top Solution Authors
Users online (70,645)