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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
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
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