Hi,
we are looking into a way to automatically create PDF documents (certificates) filled with names, title and date of the training to multiple people via salesforce. We are using webinargeek to do the webinar and people registering through the webinargeek can afterwards receive a certificate of attendance. We know the you can integrate webinargeek with salesforce.
What is the best way to create and send these certificates?
This is a fairly common automation use case in Salesforce. If WebinarGeek is already creating or updating records in Salesforce, you can use Flow to trigger the process once attendance is confirmed.
From there, a document generation solution can merge attendee details (name, training title, date, etc.) into a certificate template, generate the PDF, and send it automatically using Salesforce email automation.
360 SmartDocs supports this type of workflow, so it might be worth exploring if you're looking for a Salesforce-native option instead of building a custom solution.
AppExchange listing (for reference): https://appexchange.salesforce.com/appxListingDetail?listingId=994f0c85-2adb-4c30-9e67-40f391c1fc2a
