To generate documents with Salesforce, your organization must have completed the installation instructions.
Important:
The instructions below are current as of January 2, 2025, but may vary depending on changes made to the Salesforce interface which is outside of Box’s control.
The instructions below are current as of January 2, 2025, but may vary depending on changes made to the Salesforce interface which is outside of Box’s control.
Note: Users need to be logged into Box for Salesforce to use this feature.
Generating a Single Document
To generate a document:
- Click the Generate Document button created by your Salesforce Admin.
- Search and select the template you want to generate, then click Generate to generate the document. Box for Salesforce stores the document in the associated Box folder.
- Optionally, if enabled by the Template Managers, click Send with Box Sign, to send the generated document for approval and/or e-signature with Box Sign.
- Optionally, click Open Document to open the generated document in a new tab.
Generating a batch of Documents
To generate a batch of documents:
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Navigate to a list view.
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Click the Generate documents button created by your Salesforce Admin.
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Check applicable records.
- Search and select the template you want to generate, then click Next.
- Select how you want to save the documents. You can choose to:
- Save all generated documents to their individual record folders, or
- Save all files in a single folder, which is a “Box Doc Gen” folder, created directly under the Salesforce root folder.
- Wait for documents to generate and see results.