Salesforce Document Generation for Certificates and Licenses

Jessica B.

Seasoned technical writer giving you top Salesforce Tips.

Updated: May 14th, 2024

Salesforce Doc Gen is an effective tool that can be utilized to automate the creation of certificates and licenses on the Salesforce platform. Here are a few ways you can use sdocs to streamline the generation of certifications and licenses:

Template Creation: Design a template that can be used repeatedly. Include placeholders for dynamic fields including names, certificate/license type, date of issue, date of expiration, and other relevant information.

Data Integration: You can integrate your certificate and license data with Salesforce. This is achieved by storing the necessary information in objects or custom fields in Salesforce. For example, you can set up a custom object called License which includes fields like recipient name, license type, issue date, expiration date, etc.

Automation Setup: Create a custom flow to automate the generation process for certificates and licenses. You can set up workflows and triggers to initiate the process when certain criteria are met. For example, the certificate will only be generated if the training program is marked as completed.

Document Generation: Once the triggering event occurs, the relevant data is retrieved from Salesforce and the certificate/license is populated with the data. This populated template is converted into a final document format of your choosing.

Delivery and Storage: Once your documents are generated you can choose to deliver them directly to the recipient or make the document available through download on a secure portal. You can also store the document as a related record in Salesforce for easy access.

Streamlining the Certificate and License Generation Process

Use Salesforce Document Generation and Flow automation to streamline the generation of certificates and licenses. This means less manual effort when creating documents and higher consistency and accuracy. Salesforce doc gen offers automation capabilities that enable you to manage the life cycle of the documents, including data integration templates, delivery, and storage. Still not sure how you can use sdocs for generation of licenses and certificates? Well, keep reading below:

1. Academic Diplomas

Leverage Salesforce doc gen to streamline the process of generating academic diplomas. As students graduate or complete specific programs the system can automatically generate diplomas that are personalized for each student by including information such as student details, program and degree names and titles, and any other relevant information. By letting the system run this progress it ensures higher accuracy and reduces manual efforts.

2. Membership Certificates

Any organization, association, or club that is membership-based can use Document Generation in Salesforce to create membership certificates. These certificates can include information such as member names, membership levels, unique identification numbers, and other important information. By automating the process, your organization can easily and efficiently issue certificates to new members and existing members upon membership renewal.

3. Professional Certifications

Industries and organizations often require certificates to validate individual skills and expertise. You can automate the generation of certification documents using Salesforce Document Generation. From certificates for completing training programs, and passing exams to achieving specialized qualifications, you can pull Salesforce data from records to populate the certificate with important details. The templates will be populated with data including personal details, certification type, completion dates, and scores.

4. Licenses and Permits

Regulatory bodies and government agencies are often required to issue licenses and permits to organizations or individuals. You can automate the process of creating these licenses by integrating data from Salesforce. For example, a motor licensing authority can generate a license document including details like the individual’s name, license type, issue date, and expiration date.

5. Compliance Certificates

Some industries can have strict compliance regulations that can require your business to present certificates to demonstrate adherence to specific standards. You can automate this process using sdocs to generate a document populated with Salesforce data. Moreover, you can use Omnistudio document generation for license, which uses provided sample client-side or server-side OmniScripts. This ensures your certificates are consistent and accurate.

By using Salesforce doc gen, you can streamline the creation and distribution of certificates and licenses. As well as reducing errors, ensuring consistency, and improving efficiency.

Titan Docs: Best Document Generation Software

Looking for alternatives to doc gen for Salesforce? Titan is a comprehensive builder and document generation platform that your business can use for insurance document generation, certificates and licenses (among many other document types including quotes, invoices, and letters). Use Titan to create and design custom forms and templates that can be used to collect data and generate dynamic documents based on the submitted data. Want to know how to use Titan for certificates and licenses? Here’s how:

1. Salesforce Form Creation

Titan offers an easy drag-and-drop form builder. You can design any form to collect information to be used when generating licenses or certificates in Salesforce. You can incorporate various interactive fields into your document, including important fields to collect personal details, certificate/license type, and issue, and expiration dates.

2. Data Collection

Now that you have created the form of your dreams, it’s time to start collecting data. Whether embedding it on your website or sharing it via email with your intended recipients, Titan will capture the data submitted in real-time and store it securely.

3. Template Design

Tired of recreating the same document over and over again? Put an end to the monotony by creating a certificate or license template. You can customize the document to include your company branding, placeholders, and specific layouts. Any placeholder you add will be replaced with the data collected.

4. Document Generation

Use Titan’s document generation functionality to generate certificates or licenses automatically. By integrating the collected data with the template, Titan takes care of the rest and populates placeholders with personalized details.

5. Delivery and Storage

You’ve got your created documents and now it’s time to get them to the right people. Titan offers a variety of distribution options from emails to download links. Need to access the document again? You can choose to store your documents on the Titan platform to reference them at any time.

Titan offers a flexible solution when it comes to designing a variety of documents, including certificates and licenses. You can create custom forms that are tailored to your specific business needs. On top of that Titan offers workflow automation features, data management, e-signatures, and enabled end-to-end document generation and management making tracking the contract lifecycle a breeze.

• Twitter
• Facebook
• YouTube
• LinkedIn

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.