Documentgeneratiesjablonen instellen voor verzamelingen en herstelcommunicatie
Schakel Documentsjablonen ontwerpen in, kloon en pas vooraf gedefinieerde sjablonen voor het genereren van documenten aan en genereer aan verzamelingen gerelateerde documenten met behulp van deze sjablonen.
Documentsjablonen ontwerpen inschakelen Als u Documentsjabloon ontwerpen wilt gebruiken om DOCX-, PPT- en Microsoft 365 Word-sjablonen te maken in Salesforce, schakelt u Documentsjablonen ontwerpen in Salesforce in.
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