Menu

Administration in Salesforce

Share and manage Dynamo templates in Salesforce

Share and manage template files in Salesforce

Salesforce offer multiple approaches to help with file management and team collaboration. ...

How to manage Dynamo templates using Salesforce files?

End users need access to Dynamo templates to generate documents. If you want to use Salesf...

How to manage Dynamo templates using Salesforce CRM Content (Recommended)?

In this article, you will know how to manage the templates files and give users access to the...

Delete Documill Dynamo templates

You can delete Documill Dynamo templates in Salesforce when you are the file's owner Dele...

How to create a record type for Dynamo templates?

These instructions show you how to create a Dynamo Template record type and attach a Dynamo M...

Manage the outcome documents in Salesforce

Manage outcome documents in Salesforce

Dynamo offers the functionality to automatically upload the outcome documents into the pre...

How to use Salesforce Library to store and manage outcome document?

You can create a Salesforce Library to store the documents which have been created by Dyna...

Deploy Dynamo templates in Salesforce

Understanding how to start Dynamo in Salesforce

There are different approaches to run Dynamo and initiate the document automation process....

How to filter the template list?

Once you follow the instruction to create Dynamo Button for an object, you allow end-users...

How to direct the button to open a specific template?

By default, when users click the "Dynamo Templates" button, it will open a list of templat...

How to add a Dynamo custom link in Salesforce sidebar?

Sometimes you may have a template that doesn't have any Main Object. For example, a Dynamo...

Parameters for Salesforce Custom Buttons and Links

The structure of URL for custom buttons and links include 4 main parts: Server URL: Each Dy...