Document Builder in Revenue Cloud | Generate Professional Quote PDFs
Sign up for the training now : https://thecloudupdate.co/training/
Become a Youtube Member Now : / @thecloudupdate
Learn how to set up and use Document Builder in Salesforce Revenue Cloud to generate professional quote PDFs with a drag-and-drop template builder.
Document Builder is the native document generation solution in Revenue Cloud that lets you create beautiful, branded quote documents without any coding. In this video, I walk through the complete setup process and show you how to build and customize your quote templates.
What you'll learn:
Document Builder vs OmniStudio Document Generation options
Enabling Document Builder in Revenue Settings
Assigning the Document Builder User permission set
Creating templates with default or blank layouts
Working with standard components (grids, images, rich text, tables)
Customizing quote line item tables with filters and sort orders
Generating and accessing quote PDFs
Chapters:
00:00 - Introduction
00:14 - Document Generation Options
01:00 - What is Document Builder?
01:43 - Setup Steps Overview
02:42 - Demo: Enable & Assign Permissions
04:30 - Demo: Create Quote Template
08:40 - Customizing Quote Line Item Tables
11:44 - Saving & Activating Templates
13:06 - Demo: Generate Quote PDF
16:02 - Key Takeaways
Resources:
Custom LWC Sections Developer Guide: https://developer.salesforce.com/docs...
Revenue Cloud Training: https://thecloudupdate.co/training
---
The Cloud Update
Subscribe for more Salesforce tutorials!
#Salesforce #RevenueCloud #DocumentBuilder #QuotePDF #DocumentGeneration #SalesforceAdmin #SalesforceDeveloper
Tags
Salesforce, Revenue Cloud, Document Builder, Quote PDF, Document Generation, PDF Generation, Quote Template, Salesforce Admin, Salesforce Tutorial, The Cloud Update, Jean-Michel Tremblay, Agentforce, Revenue Management, Quote Documents, Drag and Drop Template