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S-Docs integration with Salesforce

Zuora

S-Docs integration with Salesforce

This quick installation & basic configuration guide will teach how to install S-Docs and create template.

The S-Docs feature is in the Early Adopter phase. We are actively soliciting feedback from a small set of early adopters before releasing it as generally available. If you want to join this early adopter program, submit a request at Zuora Global Support.

S-Docs can now be integrated with Salesforce. Since S-Docs is entirely native, it runs seamlessly within Salesforce and acts like a natural extension of Salesforce's user interface.

To use S-Docs, you must configure templates related to your custom or standard objects. Multiple templates can be configured, and you can select one to generate the document in the process.

This guide will walk you through how to set up S-Docs integration.

Install S-Docs

Take the following steps to install S-Docs:

  1. Navigate to AppExchange Marketplace, click the Get It Now button from the S-Docs.
  2. You'll then see the following screen. Make sure to select Install for All Users and then click Install.

 

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  1. S-Docs is now installed in your org.

Add a lookup field to allow relationship linking

This step allows you to link the S-Doc to the Custom object for easy access to all S-Docs created on your Custom Object's page layout.

  1. In the Setup menu, navigate to the object manager and select SDoc Template.
  2. Click Fields & Relationships in the sidebar.
  3. Pick Related To Type (SDOC__Base_Object__c)
  4. Add Zuora Quote entry as shown in below.

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Install S-Docs license key

To obtain a License Key, please contact Zuora Global Support after installing the S-Docs package.

The following external S-Docs documentation demonstrates how to install your license key: Install & Renew Your S-Docs License Key.

Create S-Docs Button

The following section describes how to add an S-Docs button to a standard Salesforce Lightning object. The template selection and document generation processes will begin when this button is clicked.

In this example, we will be creating the S-Docs button for the Quote object.

  1. From the setup menu, navigate to the Object Manager, and click the object you're creating the button for.
  2. Click Buttons, Links, and Actions in the sidebar, then click New Button or Link.
  3. Enter the following information for your button:
Field Values
Button Label & Name Choose a name. 
Choose a name.  Optionally enter a description, such as "Generate Document."
Display Type Detail Page Link
Behavior Display in existing window without sidebar or header
Content Source URL
Button URL {!URLFOR('/apex/SDOC__SDCreate1', null,[id= zqu__Quote__c.Id , Object='zqu__Quote__c'])}

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Create Lightning Web Component Action

Lightning Action with a label of S-Docs-Action needs to be created if customizations through the lighting web component are required in order to trigger the S-Docs document generation process.

  1. From the setup menu, navigate to the Object Manager, and click the object you're creating the button for.
  2. Click Buttons, Links, and Actions in the sidebar, then click New Action.
  3. Enter the information for your action as per the below:

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Related Articles

More information about S-Docs can be found in the following external documentation: Knowledge Base - S-Docs for Salesforce