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Document Studio

Automated Salesforce Custom Report Generation with Document Studio

Overview

Based on record data and dynamic templates designed by users to generate documents, supporting output as PDF, HTML... and email.

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See How Document Studio Works

  • Dynamic template

  • User friendly UI

  • Easy to implement and apply to common record data

  • Support exporting common files type

Document Studio helps users design and create their own document files in the most dynamic way. With just drag and drop, select the data you want to display and export the file, as well as email the resulting file easily and conveniently.

Categories

Personas
Administrator
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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