With our Salesforce integration, you can inject Salesforce data into the documents you generate through Inkit. Follow these steps to install our Salesforce package and use Salesforce data within your documents:

  1. Install the Inkit package in Salesforce .
  2. Set up the Inkit app in Salesforce.
  3. Set up the Salesforce app in Inkit to make Salesforce a destination when generating documents, creating flows and making API calls.
  4. Add a Generate Document button on your Salesforce page layouts.
  5. Add an Inkit Document Viewer on your Salesforce lighting record pages.
  6. Embed Salesforce fields into your Inkit template.

Once you have integrated Inkit into your Salesforce implementation, you can automatically generate documents from your Salesforce flows and your Salesforce Apex triggers.