Add a new Drive Connect merge template

Drive Connect merge templates can be added through the Template Builder tab. You have the option to copy from an existing Google doc or create a new document.

Drive Connect’s Document Generation feature is driven by merge templates that are published and available for use by users in your organization.

Admin Note: For a user to be able to create templates in the Template Builder tab, they must have the Template Builder permission set assigned.

Copy from a preexisting file

  1. Navigate to the Drive Connect application in Salesforce
  2. Select the Template Builder tab
  1. Select New
  2. Select Copy From Existing Doc
  3. Select an existing document in the file picker; this will create a copy of the preexisting document for you to configure and insert merge fields

Create a New Doc

  1. Navigate to the Drive Connect application in Salesforce
  2. Select the Template Builder tab
  1. Select New
  2. Select Create New Doc; the Google Doc editor will open within Salesforce allowing you to begin creating a new document and insert merge fields