1. Help Center
2. Using the Template Builder

Drive Connect merge templates can be added through the Template Builder tab. You have the option to copy from an existing Google Doc, Google Slide, Google Sheet 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
   • If this tab isn’t available, follow these steps
3. Select Create a New Template
4. Select Existing File
5. 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 Google Doc/Slide/Sheet

1. Navigate to the Drive Connect application in Salesforce
2. Select the Template Builder tab
   • If this tab isn’t available, follow these steps
3. Select Create a New Template
4. Select New Google Doc/New Google Slide/New Google Sheet
5. Add a Template Name, select a Source Object, and then select Create; the Google Doc editor will open within Salesforce allowing you to begin creating a new document and insert merge fields