Version 1.1
New Features & Enhancements
⚡ Automated Workflows with Salesforce Flow
- A new "Assemble Documents" Flow Action allows you to trigger document generation automatically as part of a Salesforce Flow.
- Generate documents based on record-triggered events (e.g., when an Opportunity stage changes to "Closed Won") without requiring any user interaction with the interview.
- Includes a sample flow to help you get started quickly, providing a practical, pre-built example that you can clone and customize.
🔄 Automated Template Sync
- A background job automatically checks for new versions of your mapped templates and indicates which mappings are "Up-to-date" or "Out of date" to ensure your documents are always current.
Bug Fixes
- Resolved a performance issue in the HotDocs template mapping editor where the field picker would cause the browser to freeze. This occurred in Salesforce organizations with a large number of objects and fields, preventing users from inserting merge fields.
Version 1.0
🚀 New Product Launch
The HotDocs for Salesforce integration provides a powerful, streamlined way to automate document creation, ensuring complex, customized documents are generated accurately and efficiently. Designed for organizations that rely on standardized templates, this integration connects HotDocs Advance directly to your Salesforce data, enabling record-driven document generation without leaving the Salesforce platform.
Key Features
⚙️ Seamless Setup & Configuration
- Configure a secure connection to your HotDocs Advance instance from a dedicated HotDocs Setup tab.
- Create and manage mappings that link HotDocs templates to any standard or custom Salesforce object.
🔗 Advanced Data Mapping
- Map data from the primary object, its parent records, and related lists (e.g., Contacts, Cases) to pre-populate interviews.
- Apply filters to related list mappings to precisely control which records are used for document generation.
- Efficiently manage large sets of template variables with built-in tools for sorting, filtering, and manually adding variables.
📄 Integrated Document Generation
- Launch interviews directly from any Salesforce record page with a configurable "Launch Interview" button.
- Generate documents with pre-populated data without ever leaving the Salesforce UI.
- View all generated documents and interview history in dedicated related lists on the record page.