Meet OmniStudio Document Generation

Learning Objectives

After completing this unit, you’ll be able to:

• Describe some challenges of document generation.
  
• List the benefits of using OmniStudio Document Generation in your business.
  
• Explain how the solution solves business challenges.
  

Challenges of Document Generation

Meet Candace Evans. She’s a sales rep at Cloud Kicks, a company that makes stylish and comfortable sneakers designed and personalized for customers. She directs the company's sales activities and works with the Salesforce administrator to improve the sales process.

Candace and her sales team are doing an outstanding job. She wins many deals every month, but with won deals come dozens of documents. This means many quotes, proposals, and contracts that the team needs to generate and send to customers. 

Candace’s team faces several challenges with document generation because they have to:

• Create all the documents manually.
  
• Repeatedly populate the same information, like names, dates, and order details.
  
• Handle several document templates and manage template versions.
  
• Validate documents for accuracy.
  
• Manage legal compliance and ensure documents include the right clauses and amendments.
  

All these manual processes eat up her workday—what a pain! Candace would much rather talk to customers and crush her numbers.

Thankfully, Cloud Kicks has purchased OmniStudio Document Generation to ramp up its document generation capabilities and automate the paperwork. It’s the solution that can also help Cloud Kicks deliver a superior customer experience and dominate the market.

In this module, find out how OmniStudio Document Generation helps Candace’s team overcome the challenges of document generation and enables digital transformation. Explore its capabilities, typical use cases, and the document generation process.

The Solution

With OmniStudio Document Generation, you can create and maintain dynamic and crisp business-critical digital documents like contracts, proposals, quotes, and invoices. Using predefined, customized templates, Candace can create documents with speed, precision, consistency, and accuracy.

OmniStudio Document Generation merges text-based files, such as Microsoft Word or PowerPoint, with other data sources to create the documents. And it supports both on-demand and batch capabilities for Salesforce industry use cases. The available output formats include .docx, .pptx, and .pdf.

Let’s take a look at the OmniStudio Document Generation application. Here’s a screen capture of a Quote record for the Acme account, from which you can generate different types of documents.

To create a quote document, Candace selects Generate Document (1) from the quote record. The process creates a customized document depending on the output format Candace chooses. She then finds the new document in the Notes and Attachments section (2).

Overcome Challenges

OmniStudio Document Generation helps companies like Cloud Kicks remove obstacles and achieve impressive results. Here’s how.

• Faster document generation: Create more documents with ease and precision.
  
• Version control: Maintain multiple versions of document templates. 
  
• Sell-side contracts: Create customized sell-side contract documents with data merged from different Salesforce objects. A sell-side contract is a revenue-generating agreement, so it deserves careful monitoring and management.
  
• Detailed proposal documents: Make detailed proposal documents that merge segments of data in defined visual formats.
  
• Integrated quotes: Generate complex quotes with robust document generation capabilities.
  
• Multiple reports: Generate multiple report documents, from simple to complex reports.
  

In the next unit, find out more about the capabilities of OmniStudio Document Generation.