Salesforce Document Generation for Foundational Documents
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Foundational documents contain laws and principles to guide a society or institution. From the original documents to the current ones, these texts guide the laws and policies that are established today.
Join us in this article to learn how to create these documents fast with the world’s leading customer relationship management (CRM) platform, Salesforce, and document generation tools.
Generating Documents in Salesforce: What Foundational Documents Can You Craft?
With document generation in Salesforce, you can give birth to many foundational documents, like constitutions, declarations, and charters. Your document generation process could be just a few clicks away with Salesforce, so let’s dive deeper into this topic and explore some foundational document examples.
1. Constitutional Documents in Government
These types of foundational documents contain a government’s principles and structure. They also give a complete list of the rights people have. Each country has its own constitutional document to guide their legal and political procedures.
Looking into constitutional documents, you will find the various sectors of a government and their responsibilities to a community. The United States Constitution and the French Constitution are examples of foundational documents found in the government sector.
2. Business Documents Across Industries
Foundational documents in the business world assist organizations with guidelines on how to operate in different industries. Most of these business documents are diverse since they are specific to each organization and its legal structure. However, some documents are commonly used to establish a business across many trades. Here are a few that fit this mold:
- Business Plans
- Articles of Incorporation
- Operating Agreements
Many businesses choose Salesforce Industries, an app that has specific solutions for the various fields their teams work in. The program is designed to work with Salesforce and can tailor processes to solve problems. Salesforce Industries can help businesses in the telecommunications, insurance, and other sectors.
You may use the app for document generation across industries with Salesforce, but you might not have this capability. We suggest checking which product offerings and options you have for your specific industry solution.
3. Documentation for Nonprofit Organizations
Nonprofits also use foundational documents. They are important papers to inform readers of how a nonprofit organization is structured and what its purpose is. You can also find guidelines for how the nonprofit operates and the legal framework that they comply with in foundational documents.
Nonprofit organizations often create or keep these types of foundational documents:
- Bylaws
- Mission Statements
- Conflict of Interest Policies
Salesforce Industry Cloud has solutions to digitally transform processes in a specific sector, such as Salesforce Nonprofit. With Salesforce Nonprofit Cloud, organizations can combine social media, mobile, and cloud tasks into one process. This connection between different workflows builds relationships with volunteers, donors, and members.
Additionally, this Salesforce solution can generate foundational documents to cement and share your core values and principles with the world.
4. Documents from International Organizations
International organizations use foundational documents to record the missions and principles they follow. Foundational documents help everyone in an organization align to a single purpose and a set of core values.
These types of foundational documents are commonly used by International Organizations:
- United Nations Charter (1945) from United Nations.
- Universal Declaration of Human Rights (1948) from the UN General Assembly.
- Geneva Conventions (1949).
If you work with Salesforce and mission statements in your organization, we suggest trying Titan Docs. You can use our app to generate documents and automate any process without the use of code.
5. Documentation for Educational Institutions
The education industry accepts foundational documents in its sector. Foundational documents give educational institutions an easy way to access policies and procedures.
These documents also contain information about how the institution will operate and comply with the regulations of the country they teach. Here are some examples of content found in foundational documents that are specific to the education industry:
- Mission Statements
- Vision of the Educational Institution
- The Institution’s Organizational Structure
You can try Salesforce Education Cloud to create long-lasting digital experiences for learners, educators, and alumni. However, when it comes to generating foundational documents, Salesforce Education Cloud, does not have a custom solution.
We suggest you check out Titan Docs. We integrate directly into Salesforce, so you can still use Education Cloud but with point-and-click document generation capabilities.
6. Documents in the Religious World
Foundational documents are used by religious organizations to report their belief systems and how to guide followers. Followers of a religion view foundational documents as holy because they contain information on how to practice faith.
Foundational documents in this sector build the beliefs and practices of followers. They are commonly studied and interpreted by large communities of people.
7. Documents Available for Communities
Since foundational documents contain guidelines for decision-making based on values, its important that communities have the option to access them.
The content found in a foundational document that caters to communities will depend on the size and group type it supports. Common foundational documents that can be accessed by communities include:
- Constitutional Documents
- Bylaws
- Charters
8. Legal Documents for Laws
Legal systems are built by foundational documents. These documents serve legal professionals by outlining principles and rights found in laws.
Laws are interpreted and enforced based on the information found in legal foundational documents. You can find them in government institutions and in sectors that have the power to protect people.
Salesforce has legal CRM solutions for organizations that deliver business services. Working with Salesforce and legal agreements requires a Salesforce for Law Firms solution. The software gives legal professionals more than a customer relationship management platform. You get software that is dedicated to managing data with the help of Salesforce’s infrastructure.
When it comes to organizing foundational documents, Salesforce for Law Firms lets legal professionals access and store them quickly and safely. However, if you need to generate foundational documents, you would have to integrate this solution with a third-party app that can.
For seamless document workflows from end-to-end, like creating templates and documents to generating them in Salesforce with the click of a button, we suggest you check out Titan Docs.
9. Documents for Research
The last type of foundational document we explore in our article are those for research purposes. As this sector is so massive, the foundational documents found in this industry are unique to subjects and fields of study.
However, there are some foundational documents that are constant and standardized for future research like:
- Historical Documents
- Research Articles
- Data Sets
Your researchers can reduce stress by using Salesforce document generation. It will help them to quickly create documents and proposals with data pulled from Salesforce, which can then be shared and reviewed.
However, we cannot avoid the fact that Salesforce does not have code-free, custom document generation solutions. We suggest you check out Titan Docs. Our app can generate docs and let your colleagues sign them seamlessly with a simple drag-and-drop builder.
And that’s a wrap! We hope we inspired you with our 9 foundational document types. Let us know if you would like to learn about a specific one. We would be more than happy to discuss and provide custom solutions for your document generation needs.
Before we go, we would like to treat you to 3 popular questions that pop up in the Titan headquarters. Let us know if you have a specific question that needs to be answered with expert advice.
Frequently Asked Questions
How do you generate documents from Salesforce?
Make sure that you have your Generate Document button saved to your Actions menu. Then, you can generate documents directly from a Salesforce object using the Generate Document button.
How do I enable server side Document Generation in Salesforce?
Under Setup and Users, click on Edit in your Salesforce user profile. Tick the ServerSide Docgen Enabled checkbox.
What is the Document Generation process?
It’s an automated process for generating digital documents with software. The documents are created with pre-designed templates or code.
Best Document Generation Software for Foundational Documents
During our article, we learned that Salesforce has many solutions to transform the way you manage foundational documents and data for specific industries. However, it does not have custom, zero-code document generation capabilities to speed up your workflows.
We suggest you get Titan Docs as your document generation software of choice. Our app creates documents that are 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks, which is ideal for foundational documents.
If you want Salesforce CRM and document generation software in your system, we’ve got you covered. Titan integrates directly with Salesforce to create dynamic documents for every use case across any industry. We can streamline complex document flows between colleagues, clients, and other stakeholders while making document generation in Salesforce super simple.
For more information about our Salesforce document generation software, contact us through one of our social media channels below.
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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
