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Use Salesforce

Modern templating engine

Still using Classic syntax? See the Classic documentation.

Learn the differences.

Use Plumsail Documents with Salesforce to generate quotes, invoices, contracts, and other documents directly from your records.

This example uses the Opportunities object and shows how to:

  1. Create a document generation process in Plumsail.

  2. Connect Plumsail to your Salesforce organization.

  3. Add a button to a Salesforce record to run the process.

The sections below walk through each step.

Create document generation process

Before configuring Salesforce, you need to create a new process.

While you can create one from scratch, using a premade template is the fastest way to start:

Salesforce create process from template

Then search for the Salesforce quote template:

Salesforce create process from template

Select the output file type, name the process, and click Create to open the editor:

Salesforce create process from template

Connect Plumsail to Salesforce

In Salesforce, use the App Launcher to search for and open Plumsail Documents.

Search for Plumsail Documents

Copy the API key from your Plumsail account and paste it into the Salesforce app.

Copy an API key

Note

Make sure the region in Salesforce matches the one you selected when registering your account in Plumsail.

Connect to a Plumsail account

Next, select the Salesforce object (e.g., Opportunities) where you want to start the process and click New Button.

Add a new button

Note

You can switch to another object later. Buttons are saved separately for each object.

Select the Plumsail process to run, enter a button name, and choose whether to attach the generated file to the Salesforce record automatically.

Configure a new button

Click Add to save your configuration.

The new button appears in the Plumsail Documents component on your record page. To edit or delete a button, open it in the Plumsail Documents settings in Salesforce.

Added button

Map data with tokens

Back in your Plumsail account, you can map Salesforce fields to your template using tokens.

Start by editing the process you created earlier.

Edit the process

Click Edit online to open the editor.

Edit the template

In the Plumsail Documents settings in Salesforce, select your object and click Template tokens.

Open the list of template tokens

You will see all available tokens for the selected object. Click a token to copy it to the clipboard.

Copy a token

Then paste it into your document template where you want that data to appear.

Insert the token

Adjust the tokens as needed to match your Salesforce data.

Hint

You can also review our documentation on how to use Zapier to connect Plumsail and Salesforce.