Thursday, October 20, 2016

S-Docs Document Generator (PDF, Word, XLS, Report, Emails)

S-Docs is Native document generator on the Salesforce. S-Docs was built from the ground up on Salesforce. It’s powerful, yet intuitive for Salesforce users and admins. S-Docs is completely FREE to use with up to 2 templates!

Follow this step to configure S-Docs Quick Install & Config Guide, in short 4 steps:

1. Install from AppExchange

2. Create Template - once installed go to "S-Docs Templates" tab to create new tempate
- Relate to an Object
- Define file format
- To add image, upload the image to document and make it available externally

3. Add Button to page layout - go to the object layout and find "S-Docs" and "Email S-Docs" button

4. Open the record and click the button added.
- Click "S-Docs" button
- Select the template
- File added into Attachment

Here is sample result:

Type: AppExchange (Managed Package)

Paid/Free: Free for 2 templates

Publisher: ME2 Systems LLC


Version: 2.256

Blog last update: 20 October 2016

Thursday, October 6, 2016

Multi-Select Picklist Frequency Reports

Have you ever tried to create a Matrix Report that groups by a Multi-Select Picklist? Then you know that Salesforce can't group by a single picklist values. With a few easy clicks "Multi-Select Picklist Frequency Reports" app will create a Matrix report grouped by individual picklist values.

1. Go to "Multi-Select Picklist Frequency Reports" tab
- Select object
- Select field (only multi-select picklist) will be shown here
- Select Group By field for report
- Select a List View for filter
- Click Run and wait..

Once done, you will received email with link to the report

2. Go to the Report
You will present with standard Salesforce report and the multi-select picklist has been nicely split into single value.

3. Dive-in
Let's see what behind this. First let's see how the structure of the data, we'll change the format into tabular.

So, when you click Run button, this program will populate data by grouping and filtering into custom objects. Then, present into matrix report. Simple but powerful, it maybe not powerful enough to show the report for your top management, but it serve basic need to analyze data easier.

Note: be ware that every time you run a report for the same object, this will overwrite existing data / report.

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: Marzapps


Version: 1.2

Blog last update: 6 October 2016