Configurar modelos de geração de documento para cobranças e comunicação de recuperação
Habilite Projetar modelos de documento, clone e personalize modelos de geração de documento predefinidos e gere documentos relacionados a coleções usando esses modelos.
Habilitar modelos de documento de design Para usar o Modelo de documento de design para criar modelos DOCX, PPT e Microsoft 365 Word no Salesforce, ative Modelos de documento de design no Salesforce.
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