Add a new 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
- Navigate to the Drive Connect application in Salesforce
- Select the Template Builder tab
- If this tab isn’t available, follow these steps
- Select New
- Select Copy From Existing Doc
- 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
- Navigate to the Drive Connect application in Salesforce
- Select the Template Builder tab
- If this tab isn’t available, follow these steps
- Select New
- Select Create New Doc
- 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