Salesforce Flow - Generate Documents with iDialogue

Tutorial about generating and sending documents using Salesforce Flow Builder with iDialogue actions.
Chapters
Intro 0:30
Setup a screen flow: Input and Output 2:07
Adding Screen Flow to Page Layout 6:45
Generate Documents: Input Variables 7:45
Screen flow Record ID input 8:38
Get Record: Document template ID 10:40
Action: Generate Document 14:09
Test and debug a flow 16:00
Capturing Action output variables 17:24
Screen Input: Radio Button choices for Document Templates 21:10
Screen Input: File Format Choices. PDF and Word 29:20
Enabling Chatter Files. File versioning. 32:12
Sending documents as email attachments. 35:25
Custom tab. Transition to Intermediate flows. 47:29
Next steps. How to get started. 49:00

[@KathyZimmermanMtnHeart]

Updating: oh well .. I need to be a customer to have the features you are talking about. Didn't have a business reason, just thought this would be cool to learn. oh well.

[@pacificappsinc2903]

Hi Kathy - We offer a free Starter edition for Developers. Just install the package from the AppExchange into a Developer org.

[@jonbojones4316]

Hello, which part of the video can I achive without purchasing extra packages? I honestly want to achive the part to 21:20 where I just create and add a file with flow. Is this possible for free?

[@jimbrace8838]

My Version of salesforce does not have the Document "New Action" in the flow builder. I am trying to follow along but am now stuck. Is there a way to create this? I am using Salesforce Professional. Thanks

[@pacificappsinc2903]

Hi Jim - That's a good question. From this help article, there does not appear to be a limitation on types of flow elements supported in Profession Edition. help.salesforce.com/articleView?id=flow_considerations_limit.htm
Please go ahead and install iDialogue from the AppExchange and contact us through the app's Quick Start "Support" tab. Happy to help look into this.