# How to Set Up Template Preview

Template Preview lets you test document output with a real Salesforce record before users generate it.

This helps you catch layout issues, missing data, and overflow early.

### Set up template preview

{% stepper %}
{% step %}

### Open advanced settings

Open the **Advanced Options** tab in the Template Editor.
{% endstep %}

{% step %}

### Enter a preview record

Under **Advanced Template Settings**, find **Preview ID**.

Paste a valid `15`- or `18`-character Salesforce record ID.
{% endstep %}

{% step %}

### Trigger preview mode

Click outside the field.

The **Save & Preview** button appears at the top of the editor.
{% endstep %}

{% step %}

### Generate the preview

Click **Save & Preview**.

A new tab opens with the generated document for that record.
{% endstep %}
{% endstepper %}

### Find a record ID

Open a representative Salesforce record.

Copy the alphanumeric ID from the end of the browser URL.

Example:

```plaintext
https://yourinstance.salesforce.com/006Q000001AbCDEF
```

In this example, `006Q000001AbCDEF` is the record ID.

### What preview shows

Preview shows the generated document output, including:

* merge field data
* conditional rendering
* page breaks and formatting

### What preview does not show

Preview does not test:

* email settings
* file naming behavior
* task creation or attachment creation

Runtime prompts also use blank or default values during preview.

### Best practices

* Use dedicated test records with realistic data.
* Include long text and multiple related records.
* Label test records clearly so users do not change them.

{% hint style="info" %}
Template Preview respects the current user's Salesforce permissions and sharing rules.
{% endhint %}


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