Viewer

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Viewer

The Viewer Salesforce app allows you to easily create, save, and view PDF file format from any Salesforce object.
How to use this app:

  1. Download the app from the Salesforce app exchange
  2. Install it in your lightning account (the app only supports lightning accounts)
  3. Create a custom button on the object you want to generate documents for
  4. Create a word document template using word and save it into a standard word .doc file or use Salesforce Easy PDF
  5. Embed the fields you want to generate from the Salesforce object by copying the field API name to the word template
  6. Upload the template to the Viewer app
  7. Start generating documents
  8. Download or save the files you created directly on the object screen

Highlights