AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

AOB Composer | Document Generation, Templates, Versioning & Related Tables

Create Professional Documents Directly from Salesforce

Overview

Generate Professional Documents Directly from Salesforce ✅ Build & Preview Templates with Live Salesforce Data ✅ Template Versioning with Easy Rollback ✅ Dynamic Tables from Related Record ✅ Preview Documents Using Real Data ✅ Quick Edits & Regeneration

1 of 6

See How AOB Composer | Document Generation, Templates, Versioning & Related Tables Works

  • 📄 Design Stunning Templates with Full HTML Control Build pixel-perfect, on-brand documents with a rich HTML editor — header, body, footer, logos, and images included.

  • 📄 Generate Documents from Any Object Turn any standard or custom Salesforce record into a polished, professional document.

  • 📄 Auto-Populate Tables with a No-Code Query Builder Pull related records into dynamic tables — pick fields, filter, sort, and limit data with clicks, zero SOQL required.

  • 📄 Smart Merge Fields Across Related Records Insert live Salesforce data that drills through related objects, levels deep.

  • 📄 Preview with Real Records Before You Generate See exactly how your document looks with live data.

  • 📄 Built-In Version Control Track every change, see who edited what, and roll back with ease.

  • 📄 Reliable, Consistent PDF Generation at Scale Produce uniform, professional PDFs even with large datasets.

  • 📄 Enterprise-Grade Security & Access Control Sanitized content, sharing-aware data, and role-based permissions out of the box.

  • 📄 Manage Your Document Workflow End-to-End From design to query to preview to PDF — cut manual work and manage it all in one place.

Create Professional Documents Directly from Salesforce ✅ Build & Preview Templates with Live Salesforce Data ✅ Multiple Template Versions with Easy Rollback ✅ Dynamic Tables from Related Records ✅ Preview Documents Using Real Record Data ✅ Quick Edits & Regenerate Without Rebuilding

Categories

Business Needs
Productivity
Document Management
Document Generation
Industries
Professional Services
Retail
Nonprofit
Personas
Business User
Sales Representative / Manager
Service Agent / Supervisor
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder

More from Addonblue Inc

  • AOB Messenger | SMS, MMS, Email, One to One, Bulk Messaging
    by Addonblue Inc
    No Ratings
    Enhance Salesforce with AOB Messenger — an all-in-one solution for SMS, MMS, and Email. Connect with leads or customers 1-to-1 or in bulk. Perfect for sales, marketing, and support teams. Easy, scalable, and trackable messaging right inside Salesforce.
    SalesCustomer Service

  • Addonblue | Implementation, Custom Development, Integration & Managed Services
    by Addonblue Inc
    No Ratings
    Achieve your business goals with our Salesforce expertise. We offer end to end solutions for all your business function needs. Our approach is simple, We start with your business process, And use Salesforce technologies to achieve your desired results.