How to Set Up Template Preview

Use a Salesforce record ID to preview a template with real data before rollout.

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

1

Open advanced settings

Open the Advanced Options tab in the Template Editor.

2

Enter a preview record

Under Advanced Template Settings, find Preview ID.

Paste a valid 15- or 18-character Salesforce record ID.

3

Trigger preview mode

Click outside the field.

The Save & Preview button appears at the top of the editor.

4

Generate the preview

Click Save & Preview.

A new tab opens with the generated document for that record.

Find a record ID

Open a representative Salesforce record.

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

Example:

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.

Template Preview respects the current user's Salesforce permissions and sharing rules.