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How does a Salesforce user send the DDP with a Box Share Link?

The user simply clicks a button from any Object, selects the DDP to run and then he/she will automatically go to a Salesforce email template with a Box Share Link in the email text rather than having the DDP attached to the email.

Benefits of Box Share Link DDP delivery include:

• Control how your customer or prospective customer views the DDP (document package)
• Allows you to control and monitor all DDP views
• Automatically creates a dynamic document package (e.g. Sales Quote) and sends an email from Salesforce with the Box Share Link placed directly into your Salesforce email template
• Allows you to send larger DDP file sizes via email as you are not limited to Salesforce email attachment constraints
• Automatically stores the DDP within a Box folder allowing you to leverage all of Box’s features

Requirements:

1) Salesforce.com
2) LOOP Document Services
3) Box for Salesforce

Install LOOP Document Services today and begin to use the power of Salesforce + Drawloop + Box. Contact us if you would like to schedule a time to learn more.

Drawloop as a Compliment to Visualforce Pages

Since 2010, our customers have been able to use any Visualforce page as part of their Dynamic Document Package (DDP). The DDP simply treats the Visualforce page like any other document. With this capability, the DDP Admin can build document packages using any combination of template documents to make up the final DDP — a Visualforce page can be required, optional or included in the final DDP with advanced logic referencing Salesforce field values.

A common use case is when a company wants to include a cover letter with a Visualforce page and/or needs to include T&Cs (Word doc) with a Visualforce quote. With DDPs, it’s an easy drag and drop of the various documents to include before or after the Visualforce page. This integration provides you with maximum flexibility around all of your dynamic document creation.

Drawloop as an Alternative to Visualforce Pages

We have also seen customers look to Drawloop as an alternative to Visualforce pages. As requirements become more complex and customization is needed, the power of leveraging DDPs with a Word, Excel and/or PowerPoint template can provide a more cost-effective solution. Visualforce pages will often become difficult to manage around headers, footers, and customizations required for different products, channels or regions.

For example, a company needs flexibility on their quote to customize per channel and has merge requirements that often run the PDF document beyond one page where formatting needs create a programming challenge and/or lack of professionalism in the resulting Visualforce page PDF document. Drawloop’s merge capabilities to any combination of Word, Excel and PowerPoint often eliminate the need for Visualforce programming and, instead, leverage native functionality that exists in the template document itself.

Please contact us today to learn more about how to use Visualforce pages with DDPs or as an alternative to Visualforce pages.

We know that Dynamic Document Packages, or DDPs, have helped our clients generate and deliver documents they use every day. Companies across the world are using our services to automate their contracts, letters, quotes, servicing documents, proposals, and much more. Because of the global reach of our services, it has come to our attention that to help empower DDP users of other languages, they should be able to read the instructions provided to run a DDP. That is why, in the latest release of LOOP Document Services (version 5.5 on the AppExchange) we have provided administrators the ability to translate many text elements displayed when running a DDP.

To get started translating your DDP run page, you will need to enable your organization’s translation workbench and start adding languages (Salesforce Setup – Administration Setup – Translation Workbench – Translation Settings). All of the DDP run options that can be translated are in Setup – App Setup – Create – Custom Labels. Click on the linked Name of any item you want to translate, then click New Local Translations / Overrides.

Let us know how we can help you automate the documents you use everyday in any language, country, or region necessary for your business needs.

With LOOP Document Services, you can leverage Excel as middleware to run dynamic calculations at run time. Picture an Excel file that gives you a series of calculated numbers (or text values) in cells B20, C20 and D20. You can have the calculated numbers dynamically merged from cells B20, C20 and D20 in your Excel file to a Quote summary (.doc or .ppt) file.

Some examples include:

1) Use Excel for Internal Pricing Calcs

Perhaps you need to run a DDP for internal purposes that provides management with profit margins and other internal pricing metrics based on Sales Quotes generated by all of the sales reps. All of the confidential pricing metrics are calculated in an Excel file at DDP run time (never exposed to anyone) and merged to an internal Pricing Summary for management.

2) Use Excel for Complicated Formulas

A financial institution provides DDPs to financial service representatives to run analytics for customers. The financial institution uses a combination of Salesforce values and Excel calculations to generate the Customer Profile Summary. The Excel file contains calculations and metrics to take in assumption data from Salesforce and then run all of the required calculations in Excel.

Please contact us today to schedule a time to learn more about how your organization can leverage our document service using Excel as middleware.

Business Requirement:

Dave needed to dynamically create his “Weekly Deal Summary” spreadsheet using data from Salesforce.com for all of the stakeholders at Austin Ventures. Many of the stakeholders are mobile and need to access the Weekly Deal Summary from a mobile device (smart phone / iPad). In order to track the history and provide easy “download and view” capabilities, Dave wanted to have the spreadsheet stored on Salesforce and on Box.net.

Solution:

Dave created “Send to Box Folder” as a new DDP Delivery Option.

By leveraging our “Send to Box” integration for DDPs within Salesforce, Dave was able to automate (i) the dynamic creation of his Weekly Deal Summary and (ii) the automatic storage of the document on Box.net where all of the stakeholders can view the document at anytime.

Nice work Dave and a very creative new use case for our Box integration within Salesforce!

Administrative Steps to Create “Send to Box Folder”:

DDP Steps:

1) Add a New Delivery Option

Select “Email” delivery option and name it “Send to Box Folder”

2) Check to email the DDP to “Internal Email” which will enable the DDP creation via Salesforce email without the need for a Contact at run time (you can run from a button click or Salesforce workflow)

3) Copy and paste the Box Folder email address into the “Additional To” field

Box Steps:

1) Create a new Box folder or go to an existing Folder

2) Click Folder Options and select “Folder Properties | Advanced Properties”

3) Click on “Email Options” and the select “Allow uploads to this folder via email”

Now, you are ready to get the unique Box Folder email address. To get the address, go to “Folder Properties” and then select the “General” tab. You will see the Folder Email Address at the bottom.

Contact us to learn more about our document merge and creation services within Salesforce as well as how to extend DDP delivery to Box.

Salesforce Knowledge Article Files

Knowledge Article files can be found as a related list under Cases. Dynamic Document Packages (DDPs) can now include Knowledge Article files as part of the elements that will go into the final packaged PDF file.

DDP with Knowledge Articles Files

1) Select your DDP to run

2) Select which Knowledge Article files to include and you can then organize the order of the articles

3) Run the DDP

Please contact us to learn more about integrating Knowledge Article files with your DDP.

Some of our latest PowerPoint features include:

1) Dynamic Organizational Charts

This feature allows you to dynamically create organizational charts in PowerPoint based on hierarchy data in Salesforce. You can use the “out-of-the-box” Reports To function in Salesforce.

Or, you can also establish your own custom hierarchy relationships by using a lookup field to reference the same object.

2) Dynamic Charts & Graphs

With dynamic charts, you can set up a DDP to display dynamically generated charts & graphs in PowerPoint based on data in Salesforce. It is as simple as setting up a chart or graph in PowerPoint and then referencing the name of the chart when setting up the DDP. You can also have the data source be dynamic. (For example, you may have 15 records in Salesforce that are summarized into 5 rows of data for the chart.)

3) Row and Slide Replication in PowerPoint

You can set up a PowerPoint table to dynamically replicate rows in a table based on the number of Salesforce records as well as have the slide duplicate based on number of rows dynamically merged into PowerPoint.

Please contact us to schedule a time to learn more about using our services in Salesforce to dynamically create documents.

By adding SMTP delivery option to your DDPs, you can control and eliminate Salesforce email limitations. This obviously helps when customers create DDPs from list views or have thousands of DDPs automatically sent through email.

Please contact us with any questions about sending DDPs to your own or a third party SMTP service.

Control document delivery: Some of your options include: (i) email document (as a combined PDF or original merged docs) through Salesforce email and associate with an email template, (ii) download, (iii) attach to an object, (iv) send through content delivery and (v) virtually any custom delivery option like send to an e-signature service.

One of the latest features of our document merge and automation service on Salesforce is its integration with Chatter. You can now add specific Chatter messages to DDP delivery options. For example, you can specify a Chatter message to be sent when a Sales Proposal is run and sent out through Salesforce email. Or, you might want to send a Chatter message when a Sales Quote is sent via a specific workflow.

Here’s how it works:

1) Add a Chatter message to a DDP

2) Run your DDP

3) Chatter message is automatically posted

Contact us today to learn more about adding Chatter when your Salesforce users create dynamic document packages (DDPs).