Salesforce implementations thrive when well-architected, focusing on streamlined business processes. Studies have shown (and everyone would agree!) that well-architected systems decrease costs, lower maintenance, and allow for continuous innovation. In the realm of CRM and Lead-to-Cash processes, the necessity for document generation is evident. Quotes, contracts, purchase orders, and invoices are integral to these processes …
Here are highlights from article Well-Architected Document Generation for a Well-Architected Salesforce | Salesforce Ben
1. Importance of Document Generation in Salesforce Implementations
– Document generation is crucial for sales organizations, driving revenue and streamlining processes.
– It enhances communication and contributes to the overall success of modern businesses.
2. Considerations for Architecting Document Generation
– The goal is to reduce costs, lower maintenance, and ensure scalability.
– Adherence to architectural best practices, such as the Model-View-Controller (MVC) design principle, is essential.
– Separation of data and logic from the template is crucial for loose coupling, independent updates, and reusability.
3. PDF Butler as a Well-Architected Example
– PDF Butler is an exemplar of a well-architected document generation solution.
4. Naming Conventions for Merge Fields
– Using a consistent naming convention for merge fields makes configuration easier to follow.
– Two common ways of setting merge fields are upper-casing and camel-casing.
5. Naming Conventions for Data Sources
– Descriptive yet short naming conventions should be used for data sources.
– The name should reflect whether there is one record or multiple records selected.
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