Click Page Layouts in the sidebar of the object manager for your object. Once you save this button, you'll need to add it to the detail page layout for your object. We'll name our button "S-Docs."ĭescription: Optionally enter a description, such as "Create documents for this object."īehavior: Display in existing window without sidebar or headerīutton URL: Add Your S-Docs Button to Your Object Page Layout From the setup menu, navigate to the Object Manager, and click the object you're creating the button for.Ĭlick Buttons, Links, and Actions in the sidebar, then click New Button or Link.Įnter the following information for your button:īutton Label & Name: Choose a name. In this example, we will be creating the S-Docs button for the Opportunity object. For other standard objects, you will need to create a new custom button. However, if you plan to customize the functionality of your button with apex parameters, you should create a new button so that you can edit it in the future. If you're setting up S-Docs for these objects, you only need to add the button to your page layout. The S-Docs button comes pre-created for the following standard objects: Contract, Opportunity, Account, Contact, Lead, Task, and Event. Although the setups are fairly similar, please reference this documentation for information regarding S-Docs in Salesforce Classic, and please refer to this documentation for more information on setting up S-Docs with a custom object. This button will initiate the template selection and document generation processes.
This section details setting up your S-Docs button for a standard object in Salesforce Lightning. Learn more about S-Docs permission sets here. We recommend assigning the S-Docs User or Administrator permission sets to yourself and users who will be interacting with S-Docs. Make sure to select Install for All Users and then click Install.Ĭongratulations! S-Docs is now installed in your org. Confirm your profile details, agree to the terms and conditions, and click Confirm and Install.ĥ. We highly recommend testing in a sandbox instance before installing in your production org.Ĥ. Once you are logged in, you'll be given the option to install S-Docs in your production org or a sandbox instance. You will be prompted to log into your Salesforce org.ģ.
Navigate to our Salesforce AppExchange listing and click Get it Now.Ģ.
We strongly advise against installing it into any production org without proper testing.ġ. Note: You should download and install the S-Docs package into a SANDBOX or DEVELOPER organization.
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