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Dynamo Spring - Lightning Features

Spring release of Salesforce package

Dynamo Salesforce package spring release has several new components to support Salesforce Lig...

Create a custom domain for Salesforce Environment

Customize Salesforce domain to gain more control over the login process with My Domain. From ...

Drag-n-drop Dynamo button with Lightning Component

Dynamo Launcher Button Moving on with new Dynamo component “Dynamo Launcher Button...

Enable Dynamo Engage for Salesforce org

This article contains 2 main processes to start using Dynamo Engage: Create an Engage templa...

What else included in this Dynamo Spring package?

Dynamo Document Object Dynamo Document is a supporting object and can be used wh...

Step 1: Install and add a Dynamo button to Salesforce

1. Get Dynamo Services in Salesforce

This article includes: Salesforce requirements for Dynamo Services Install Dynamo Service...

2. Create Dynamo Button for an object

The article shows how to create a basic Dynamo button and add it to an object's layout. The but...

Step 2: Create an Online Template

1. Log-in to Template Builder

We recommend to use Chrome when building Documill Dynamo template. Go to Documill ...

2. Create a new template or Import from Word

In this article, we will introduce you how to: Create a New Template Copy content from Wo...

3. Personalize the template

There are endless opportunities to personalize the template and create the highest quality...

4. Test the template in Dynamo

You can test the output document and end-users experience on the spot when building the te...

5. Save the template to Salesforce

In Template Builder, select Save The Save As window will popup...

Step 3: Ready for end-users

1. Share the template to end-users

End-users need access to the template at least as Viewers in order to create documents. Sh...

2. Share related attachments to end-users

End-users must have permission to view all the PDF attachments used in the templates. The ...

3. Give end-users permission to use Documill Dynamo

Warning: The Salesforce permission related to Documill solution doesn't work properly when you ...