web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Power Automate / Use Salesforce record ...
Power Automate
Answered

Use Salesforce record to fill Word template

(0) ShareShare
ReportReport
Posted on by

I have a trigger that executes when a particular field in a Salesforce record is modified. When that record is modified, I would like to pass all of the Salesforce object's fields to the Word template, generate a PDF, and email the final file.

 

I am having trouble passing the fields to the Word template. For example, should I create a dictionary between Salesforce field names and Word template field names? Or would it be easier to just name the Word template fields the sames as their equivalent Salesforce field names. I didn't find the Microsoft Documentation for this process to be helpful.

 

Thank you

Categories:
I have the same question (0)
  • Verified answer
    v-litu-msft Profile Picture
    Microsoft Employee on at

    Hi @rshelton,

     

    It would better to name the Word template fields as their equivalent Salesforce field names, there is a video you could refer to, though it is getting data from SharePoint, it will help you make sense it:

    https://www.youtube.com/watch?v=bDnd6QWBim8&feature=youtu.be&t=145

     

    Best Regards,
    Community Support Team _ Lin Tu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Users!

Kudos to our 2025 Community Spotlight Honorees

Congratulations to our 2025 community superstars!

Leaderboard > Power Automate

#1
David_MA Profile Picture

David_MA 86 Super User 2026 Season 1

#2
Haque Profile Picture

Haque 55

#3
Ellis Karim Profile Picture

Ellis Karim 53 Super User 2026 Season 1

Last 30 days Overall leaderboard