Update File Data Overview
With the Update File Data option within the Drive Links and Drive File components, users can remerge or regenerate previously merged Google Docs, Google Slides and Google Sheets with changes made to record data.
How it works
Update File Data
Drive Connect’s Drive Links & Drive File components support remerging or regenerating previously merged Google Doc, Google Slides and Google Sheets files using the drop-down pick-list options for the component record. Only files that have been merged as Google Doc, Google Slides and Google Sheets files after updating to a package with this feature will have the option to Update File Data.
Remerge File Data
If the file can be remerged, the user will be given the ability to once Update File Data has been selected. Once remerged, any supported merge fields will update with new data from the record while also maintaining any manually updated text in the document.
Regenerate as New File
If the file can be regenerated, the user will be given the ability to once Update File Data has been selected. Once regenerated, the document will merge again using the base template of the originally merged document.
For more information on document generation please refer to Generate Google Docs from templates on a Salesforce record.