Activity Forums Salesforce® Discussions How to add Formstack document geneartion on button click in Salesforce?

  • Aditya

    Member
    January 17, 2021 at 4:33 pm

    If you need to merge data into your document that is not directly in your form submission but is in a related record that is not on your form. Create multiple documents from multiple related Salesforce objects. Trigger document merges using a button click on a record detail page or report.

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