Templafy Salesforce integration

For a detailed look and feel of the integration, please go to https://www.templafy.com/salesforce/

Features

The Templafy Salesforce integration currently allows you to do three things:

1. You can start documents from Salesforce from an object page

2. Data from Salesforce can be inserted into a document in Templafy, for example:

• Account information
• Date
• Contract / document serial number

3. Documents created in Salesforce can be saved locally, or back to the object page in Salesforce from where it was created.

Requirements

• Template in Templafy needs to be setup to have placeholders for Salesforce data
• Setup Templafy as a Connected App in Salesforce that allows Salesforce to communicate with Templafy
• Add client Templafy URL and client secret
• Add Templafy button to object page layout in Salesforce
• Add "<tenant>.templafy.com" and "<customDomain>.salesforce.com to Trusted Sites in Internet Options

How to setup

Required accesses

• To add our Salesforce app you need a company System Administrator with access to the Salesforce instance for which the integration is to be setup.
• Admin access to the Templafy tenant for which the integration is to be setup

Screenshots

Templafy “create document” button in Salesforce

Choose to save locally or in Salesforce

Templafy Salesforce app