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PDF Butler - Salesforce Document Generation
Belgium
Приєднався 13 тра 2017
At PDF Butler, we understand that sales teams need to be laser-focused on generating revenue, not on manual document creation. That's why we offer a complete suite of products to automate information gathering, document generation, and digital signature, streamlining your processes and increasing efficiency and productivity.
Our innovative Salesforce solutions allow you to generate personalized and branded documents with just a single click, reducing administrative effort to practically zero. As PDF Butler is designed specifically for Salesforce, we keep at pace with regular product updates and guarantee the highest levels of data security.
And with our commitment to constant innovation and improvement, you can trust that PDF Butler will always be ahead of the curve. Experience the power of PDF Butler for yourself with a free trial or personalized demo at www.pdfbutler.com.
Let us show you how we can help you revolutionize your document processes and drive your sales success.
Our innovative Salesforce solutions allow you to generate personalized and branded documents with just a single click, reducing administrative effort to practically zero. As PDF Butler is designed specifically for Salesforce, we keep at pace with regular product updates and guarantee the highest levels of data security.
And with our commitment to constant innovation and improvement, you can trust that PDF Butler will always be ahead of the curve. Experience the power of PDF Butler for yourself with a free trial or personalized demo at www.pdfbutler.com.
Let us show you how we can help you revolutionize your document processes and drive your sales success.
Contract Butler Demo
For more information about our product & services, visit our website: www.pdfbutler.com/
Переглядів: 14
Відео
FORM Butler - LOOKUP form field
Переглядів 1321 годину тому
For more information about our product & services, visit our website: www.pdfbutler.com/
SIGN Butler V2 - Embedded SIGN Actionable
Переглядів 1421 годину тому
For more information about our product & services, visit our website: www.pdfbutler.com/
PDF Butler - Complex Column Repeater Repeat Columns and Rows
Переглядів 1621 годину тому
Use APEX to add Datasources: pdfbutler.com/academy/pdf-butler-academy/pdf-butler-salesforce-automation/use-apex-to-add-datasources/ PDFButler Data inspector (Butler Inspector): www.pdfbutler.com/academy/pdf-butler-academy/pdf-butler-tips-tricks/pdf-butler-data-inspector-butler-inspector/ For more information about our product & services, visit our website: www.pdfbutler.com/
COLLABORATION Butler - Auto move Files from Salesforce to SharePoint
Переглядів 1921 годину тому
COLLABORATION BUTLER - MOVES FILES FROM SALESFORCE TO SHAREPOINT AUTOMATICALLY: www.pdfbutler.com/academy/collaboration-butler-academy/collaboration-butler-for-sharepoint/collaboration-butler-moves-files-from-salesforce-to-sharepoint-automatically/ For more information about our product & services, visit our website: www.pdfbutler.com/
Sign Request Info Component
Переглядів 721 годину тому
For more information about our product & services, visit our website: www.pdfbutler.com/
Dynamic Selector
Переглядів 61Місяць тому
Dynamic Selector - PDF Butler: pdfbutler.com/academy/pdf-butler-academy/pdf-butler-lightning-components/dynamic-selector/ For more information about our product & services, visit our website: www.pdfbutler.com/
File Selector
Переглядів 26Місяць тому
For more information about our product & services, visit our website: www.pdfbutler.com/
Restricted Word Additions
Переглядів 18Місяць тому
For more information about our product & services, visit our website: www.pdfbutler.com/
Flatten FormFields by Actionable
Переглядів 43Місяць тому
For more information about our product & services, visit our website: www.pdfbutler.com/ Chapters: 0:00 - Problem Introduction 1:04 - Create Actionable. 2:34 - Config BEFORE Actionable. 3:34 - end: Test and validate.
CONTRACT Butler: Your Contract Management Solution for Salesforce
Переглядів 2302 місяці тому
For more information about our product & services, visit our website: www.pdfbutler.com/contract-butler.html
BULK Butler: How it Works
Переглядів 1192 місяці тому
For more information about our product & services, request a demo here: pdfbutler.com/bulk-butler.html
Use Header and Footer from Template in Main section
Переглядів 793 місяці тому
For more information about our product & services, visit our website: www.pdfbutler.com/ Chapters: 0:00 - Show template with header and show main section. 2:42 - DC Template. 3:33 - DC Main - Setup CT - Show new checkbox. 5:21 - Show generation with checkbox and without checkbox.
SFDC CLI Clone DocConfig
Переглядів 563 місяці тому
For more information about our product & services, visit our website: www.pdfbutler.com/
Async MV BEFORE Task CONVERT PDF TO IMAGE
Переглядів 363 місяці тому
For more information about our product & services, visit our website: www.pdfbutler.com/
INLINE REPEATER With SINGLE ConfigType
Переглядів 874 місяці тому
INLINE REPEATER With SINGLE ConfigType
PDF Butler - Nested Parent Child DataSources
Переглядів 4905 місяців тому
PDF Butler - Nested Parent Child DataSources
Conditional Form Fields - Text Validation
Переглядів 1095 місяців тому
Conditional Form Fields - Text Validation
Manual SIGN - Picture Signatures and Predefined Signatures
Переглядів 706 місяців тому
Manual SIGN - Picture Signatures and Predefined Signatures
COLLABORATION BUTLER - O365 Guest Users with Community
Переглядів 826 місяців тому
COLLABORATION BUTLER - O365 Guest Users with Community
Sync Alternatives to SFDC as Config Metadata
Переглядів 907 місяців тому
Sync Alternatives to SFDC as Config Metadata
Wow.. This is awesome.
What a lovely video! Thank you so much! First time in years I understood how to use the sections right!
How can we skip the part where the document gets downloaded to the User's computer first? Can we have the Document generated and edited in Salesforce and then applied the Pack Actions like sending it out as email?
How did you connect Salesforce Collaboration Butler to SharePoint? Whenever I click login to Sharepoint in Salesforce, the page is stuck to Salesforce.
when I try it gives me this error: "rror in DataSource: "Select Image ContentID". Error: Variable does not exist: LogoTitle"
Awesome
Tried everything, including the MS Word help page, reddit, and even a few other videos. This is the first time anyone's ever explained it clearly and easily. You have saved me a lawsuit when I inevitably took a page out of another commenter's book and threw my computer out the window. Thank you very much!
How to download empty thumbnail word doc. Not able to insert in my word doc. Pls help. Thanks.
This is awesome.. Good job Igor, keep up the good work
@PDF Butler Hi, for this query, SELECT ContentDocument.LatestPublishedVersion.Id FROM ContentDocumentLink WHERE ContentDocument.LatestPublishedVersion.Title=:LogoTitle AND LinkedEntityId ='YOUR RECORD ID', how can i do if i have a list of Account and i want to get logo of each of them ? Like 'where LinkedEntityId IN (SELECT ...)
Chrome extension store says: This item is not available. Please check.
I hate word so much. It's so hard to achieve a simple thing
You have to break the document and construct it again just to insert numbering with different texts...
This doesn’t do crap
🎉 This is awesome. Thanks for your continued update on the product. Do we need to update the package to get the picklist value and email remplate used to notify the group members added automatically?
This is literally not helpful at all. No context whatsoever.
This was explained very effectively! (I nearly threw my computer out the window before I watched this) Sir, thank you for the help! ☺
How the template has been created which needs to be uploaded on butler server is not clearly shown, could you please tell me how that is done?
Excellent help. Thank you very much.
Congrat mister S.
ممنون آموزش عالی بود❤
THANK YOU! This was straight to the point.
i Think this would be the mentioned class: cadmus_una.Actionable_CollabStoreFile
Hi, what are the steps for registration subscription? When will that be marked as complete? In the email regarding registration completion, I don't see any redirect for verification as shown in the video link attached below the point 5) Registration: subscribe Could you pls help me with it? Or navigate me to the correct video/document. Thanks!
This is awesome feature
thank you so much T_T I love you
Thank you!!!! Been trying to figure this out for a week.
I receive this error when clicking on Open PDF Butler at 5:20 Argument cannot be null. An unexpected error has occurred. Your solution provider has been notified. (System)
hi, can you contact us on support@pdfbutler.com. We would need some more information and context to understand what you are doing. Thanks
Hi there Super nice features in PDF Butler. Please how did you anchor the merge field to the Water mark? I guess that part was missing in the video
His favorite word is "uhhhh". Ultimately unhelpful.
Thanks for this valued video.
To see the report API name in Lightning: Edit-->Save Drop Down Menu: Properties: Report Unique Name
Thanks for this. I was doing everything correct except my page break type. What a difference when you use the right one. Very helpful video.
2 hours! I was pulling my hair out for 2 blasted hours. You saved me.
Someone who will be climbing a mountaim need to sleep 😂
Awesome developers!! 😊
Super clear and easy to follow! Much appreciated!
Very interesting feature... PDF Butler keeps adding new features to their product.. very impressive. Please can the video be uploaded in HD?
Can we send email with an attachment when opportunity stage is changed? Instead of clicking on document? If yes, how?
Thanks for the link from LinkedIn
Thanks
I need a bit of context in this demo. The data sources were not explained. Does it mean we can use any Data sources that we want, as long as we follow this video, the data will be generated from the Home page?
it can work with any DocConfig and any DataSource. Of course, if your DataSource uses the variable :recordId, then it will not return any relevant data as the component is not linked to any record.
Super thanks for this video. It was well guided and super easy to follow... So much appreciated
Are you Russian?
Such a clear explanation of this. Thank you!
Lifesaver! Thank you
Thank you so much!
chê
great video, clear and to the point
Awesome... so much love for this product Does the Live Edit tool require license?
hi, it is part of the managed package. So no extra cost