Salesforce Flow is a new feature available in the Spring ’12 release. It allows SFDC users to create a “point and click” visual process for building any business workflows. We see Flow as a first step to place workflow management into the hands of a business analyst vs. a programmer. Our Drawloop team immediately saw the power and vision of incorporating Dynamic Document Packages (DDPs) into Flow. We are pleased to announce this powerful new feature is available today on the AppExchange. Install a 30-day free trial or update to the latest version of LOOP Document Services.

Sample Flow Use Case:

A Call center has developed various business rules and workflows depending on the type of a new Lead. Flow allows you to visually map out the various workflows for each new Lead depending on your business rules. With the new Flow DDP integration, a user of Flow Designer can now add a DDP “to the flow”.

- New Lead comes in
- Flow exposes a process to collect data on forms
- Flow calls the appropriate dynamic document package (DDP) to run
- New Lead receives an email with the customized DDP per the appropriate workflow

Learn more about Flow Designer or take some time to review a recent Webinar about Visual Workflow and the Cloud Flow Designer.

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.

Example:

Weekly Sales Report

Requirement:
Need to send out a weekly sales report analyzing data for various divisions and product lines.

Problem:
Wasting time every week pulling all the pieces together to email out to the various stakeholders . . . too many manual steps!

Solution:
Give all of your stakeholders a scheduled Chatter post displaying your weekly sales report formatted exactly how you want it . . . no more manual steps or lost email attachments.

Click here to learn more about LOOP Reports!

- Adobe EchoSign
- Apple Mail
- Dropbox
- DocuSign Ink
- EasySign
- Evernote
- iBooks
- iFiles
- SignMyPad
- Sign-N-Send
- Softsign

Send DDPs to virtually any App that accepts a PDF (“Open In” iPad feature).

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.

Description:

Drawloop for Salesforce on the iPad® is the easiest way to dynamically generate all your documents in the cloud. We provide a native document creation service that is built for the Apple® iPad®. Quickly create the same customer and client-specific documents you have used for years to close more deals, increase revenue and improve productivity. From the iPad, you can create (DDPs) using data from Salesforce.

Requirements:

In order to use the free iPad app, you are required to have:

1) Latest version of LOOP Document Services installed into your Salesforce org

OR

2) Registered on LOOP Platform – get a 30-day free trial today!

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.

Some of our newest features will be highlighted at Dreamforce:

1) Introduce dynamic document creation to Chatter

2) Mobile document creation on an iPad

3) Use dynamic forms with DDPs (capture/update to Salesforce)

4) Automated DDPs – Use DDPs with workflows and Apex Triggers

5) Powerful new Salesforce merge features for Word, Excel and PowerPoint

Please visit Booth 27 in the Cloud Expo! We would love to say hello and walk you through how your organization can leverage DDPs for all your document needs, discover exciting new DDP features and enhancements, and check out DDPs on an iPad!

Dreamforce – Booth 27
Aug 30 – Sept 2, 2011
Moscone Center, San Francisco, CA

We encourage you to take 5 minutes to learn how you can help your company save countless hours! Learn why Salesforce customers like ASCAP, KONE, Scheider Electric, HTC, IntraLinks, 24 Hour Fitness, CIGNA, LinkedIn, DuPont, Iron Mountain, DocuSign and Citi rely on Drawloop to dynamically create their critical document packages!

Install latest release

DDP NEW FEATURES

• Send to Box.net
  DDP admins can now select Box.net as a delivery and storage option for Dynamic Document Packages (DDPs). This integration helps extend out collaboration and sharing of DDPs through Box.net. This new delivery option requires an install of Box.net

• Send DDP to Chatter

  LOOP 5.3 allows you to send messages to Chatter when DDPs are run and also send the DDP file as a Chatter attachment. Click here to learn more.

• DDP Stamping

  This powerful new feature allows you to stamp your DDP PDFs. Some examples include page numbers – which is powerful in that a DDP can include any combination of Word, Excel, PowerPoint, PDF, Salesforce Quotes and Visualforce Pages – and watermarks.

• Include Merge Fields in Attachments

  DDPs allow selected Salesforce attachments to include merge fields. For example, if you have “ad hoc” documents to include with DDPs, you can upload them to attachments and then include with any DDP that “allows” attachments. The attachment can include any merge fields.

• Send DDP to FTP

  You can now include an attachment option to automatically or optionally send your DDPs to your FTP server to be stored. You can also specify dynamic folders so a DDP can be stored within a specific folder on your FTP server.

• Dynamic Images

  We have extended our dynamic image feature to allow you to include dynamic image merge fields in headers within your DDP Word template documents. This is helpful for dynamic branding or other uses for images within headers.

FORM DDPs

A powerful new feature of DDPs is the ability to use dynamic forms with any DDP. The latest version of LOOP Document Services includes Forms. To create forms, you simply place double brackets at the beginning and end of any text (or range name) you would like to convert to a web form on Salesforce. The DDP manager includes a new form edit feature where you can change any field and field label.

When do you use Form DDPs?

Many of our enterprise customers have a need to capture additional data to dynamically merge to a DDP at runtime, but do not want to create a field or store the data in Salesforce. Form DDPs provide the same enterprise level automation and compliance control and simply add functionality to capture required information for document creation.

DDPs with DocuSign

• Multiple DocuSign Accounts

  Allows an admin to associate multiple DocuSign accounts to different users within the same Salesforce.com org.

• DocuSign Templates by Template ID

  DDPs now integrate directly with DocuSign templates by referencing the Template ID from the DocuSign Console. This DDP deployment provides easier integration with DocuSign templates.