Slaesforce FAQ

how to set an custom object drawloop document salesforce

by Maribel Schaden Published 2 years ago Updated 2 years ago
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Step 1 – Click (Your Name)->Setup->Crete->Objects. Step 2 – Click “New Custom Object”, or “Edit” to modify existing ones. Step 3 – This is where it becomes somewhat involved.

Full Answer

What happened to drawloop docgen Lightning component in Salesforce mobile?

In the Salesforce Mobile app, when generating documents using a button or action, the download link no longer results in a blank page and no downloaded file. Removed unnecessary text artifacts that showed up when using the Drawloop DocGen Lightning Component in Salesforce Mobile.

Why is my docgen user not showing up in drawloop?

This typically surfaces with users without the included DocGen User or DocGen Admin permission set (assigned when granting the user a Drawloop DocGen License), or when using a custom permission set that may have missed this object.

How do I add a custom object to a Salesforce Division?

“Allow Divisions” – If your company has divisions set up in Salesforce, this will allow the custom object to be available for the divisions that exist. This should usually be enabled.

What is an example of a Salesforce object?

Examples of Salesforce Standard Objects are, but not limited to, the following: Account, ActionPlan, Address, Case, Contact, Contract, Leads, Opportunity, User. Aliases must be unique, you cannot use the same alias for multiple relationships within a DocGen Package.

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Performance improvements and resolved issues

When viewing the Classic runtime experience in Lightning, using an Email Delivery Option will show Contacts email addresses.

Other Updates

Enhanced the look and feel of menus and picklists in the LEDD user interface.

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