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.

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.

Automated Our Donation Acknowledgement Process
by Alan Corcoran

“I’m a volunteer with a non-profit organization and we have to send paper based receipts as well as “thank you’s” for all donations we receive. Even with an enhanced non-profit version of Salesforce, we could only partially automate this process. With the Drawloop DDP concept plus some excellent tips from the Drawloop team, I was able to completely automate the generation, population, attachment and queueing of the Donation Acknowledgement package, saving us time and eliminating the need for generating “task” reminders and additional manual steps. Drawloop gives us more time to focus on fundraising and the arts, reduces Inbox overload, allows us to schedule and delegate printing and helps make sure we don’t forget to send our donors a “Thank-you”, as well as their tax documents.”

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!

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!

1) Attachments
2) Content
3) Documents (including external URL references)
4) Knowledge Articles

With the DDP manager, a Pharma admin can control how various dynamic document packages get combined to a single PDF.

Apex Trigger

A DDP can also be called from an Apex trigger. You can have your Pharma documents packaged into a DDP programmatically via Apex to take the documents and combine them to a single PDF. You can establish and control various methods for determining which documents are used in a particular DDP. The DDP can also create other Salesforce events at run time. For example, a DDP can be stored in Content, sent through Chatter or an attachment on a record. You can also create or update an existing record in Salesforce.

Please contact us to learn how you can automate and combine your Pharma documents within Salesforce.