Build templates using the Template Builder

Drive Connect’s Template Builder enables you to easily build and manage templates for generating documents with Salesforce data.

How it works

Drive Connect Templates folder

Drive Connect templates are Google docs stored and organized in a templates folder created in your Drive. You are prompted to create this Drive Connect root folder the first time you visit Template Builder.

Note: For more about designating a root folder see Creating or designating an existing template root folder.

Once a root folder is created, you will be able to start building templates in Template Builder.  

Draft and Published Templates folders

When creating a new template, If there are no existing templates for the chosen source object then draft and published template folders will be created in the root folder for that object. For example, when creating your first template for the Opportunity object, an Opportunity Draft Templates folder and an Opportunity Published Templates folder will be created.

Note: Drive Connect only recognizes the draft and published templates folders created through the app so do not try to create your own versions of these folders.   The same goes for templates.  Only templates created through the app will work when editing templates or generating documents.

Published Templates

Setting a template’s status to Published or Draft will move the template to the corresponding folder. The object’s Published Templates folder is what is opened when clicking New and selecting File From Template in the Drive Links component on a record page. From the picker, the user selects a template they would like to use to generate a document with that record’s data. Because the contents of the Published Templates folder is shown in the picker, you may choose to create subfolders to categorize your templates for the user.

Note: For more about organizing your published templates into subfolders, see Template folder structure.

Editing Templates

Once you’ve created a template or have selected an existing one to edit, you will be brought to the template editor. The template editor is where you can publish or unpublish templates, generate merge fields to use in the templates, and even preview a merge with data from an actual record in your org.