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Getting Started With S-Docs
Add Salesforce data to templates with the right merge field syntax.
Control layout, CSS, and visual formatting for template output.
Set output behavior, automation, preview, and template options.
Add static or dynamic images to documents.
Build related lists and direct SOQL tables.
Show or hide content with RENDER statements.
Query once and reuse values anywhere in the template.
Format dates, currency, text, and table output.
Handle math, dates, conditions, and null-safe formulas.
Reuse components across templates to avoid duplication.
Translate the UI and document content.
Add S-Docs components to Lightning record pages.
Generate, email, and edit documents from Flow.
Set up email behavior and troubleshoot delivery.
Use S-Docs in Experience Cloud sites.
Generate documents with Apex and SDK patterns.
Edit generated documents after they are created.
Send files to Google Drive, S3, SharePoint, and more.
Configure what happens after document generation.
Manage installation, security, migration, and user access.
Build native PDF templates and learn the key rules.
Map merge fields into uploaded PDF files.
Create HTML email templates for document delivery.
Build and troubleshoot DOCX templates.
Generate PowerPoint files from templates.
Generate spreadsheet output from templates.
Explore legacy and alternate document formats.
Use and troubleshoot older template capabilities.
Maintain legacy jobs, buttons, and batch flows.
Find fixes for edge cases and uncommon issues.
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