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How to add Formstack document geneartion on button click in Salesforce?
How to add Formstack document geneartion on button click in Salesforce?
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1 Reply
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If you need to merge data into your document that is not directly in your form submission but is in a related record that is not on your form. Create multiple documents from multiple related Salesforce objects. Trigger document merges using a button click on a record detail page or report.
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