If you run or work for a business, there’s a good chance that you create a variety of documents, such as NOCs, approvals, business agreements, invoices, proposals, and more. These documents are vital for any business and necessary for running operations. In an era where efficiency dictates success, the traditional approach to document generation in Salesforce can be slow and tedious, often requires manual work, and leads to errors. Missing a zero in the invoice or spelling your business name wrong comes with manual ways to create documents.
But all of that is about to change with AI!
Since Marc Benioff began the journey to transform Salesforce into an “AI-first company” in 2014, the company has focused on becoming an intelligent CRM. Building on this foundation, it started with the acquisition of RelateIQ in 2014, which enhanced its data capabilities. Following this, Salesforce launched Einstein, its AI-powered product, in 2016, marking a significant step forward in integrating AI into its services.
In 2023, Salesforce took another significant leap by introducing Einstein GPT, further expanding its AI offerings. Recently, the company launched Agentforce, which continues this innovation trend. In this blog, we’ll dive into how Salesforce is changing businesses to utilize AI, enhancing efficiency, and streamlining everyday processes. Finally, we will discuss the ways in which XfilesPro Doc Gen augments the document generation process in Salesforce with its excellent features.
Manual Hassle of Document Generation in Salesforce
Before AI-powered and automated tools, document generation in Salesforce was largely a manual or semi-automated process. Businesses often relied on external tools like Microsoft Word, Excel, or PDF templates to create documents. Or they spent time creating these documents from scratch. And since Salesforce stored the necessary data, users still had to enter or copy and paste information into these templates manually.
Every detail needed to be double-checked by switching back and forth between applications before anything could be sent out. This process is time-consuming due to manual data entry, prone to human errors, lacks personalization, and presents challenges in managing large-scale document generation.
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How AI is Transforming Document Generation in Salesforce
With AI, businesses can eliminate human errors, ensure consistency, and save valuable time. Most third-party tools available on AppExchange that offer automated document generation go beyond simple automation—they adapt to business needs, intelligently selecting relevant data, applying the correct formatting, and even integrating approval workflows and e-signatures.
Automated Document Generation in Salesforce enables businesses to create documents—such as contracts, quotes, and invoices—directly within the platform. This process retrieves data automatically from Salesforce records, reducing manual data entry and enhancing accuracy.
Automated Data Extraction & Entry
Extract real-time data directly from Salesforce records, ensuring accuracy and eliminating the need for manual entry.
Predictive & Dynamic Content
Create personalized documents using AI to analyze customer data and past interactions, suggesting relevant clauses, wording, and formatting based on industry best practices.
Instant Document Creation
Sales teams can generate quotes, legal teams can draft contracts, and HR can prepare employee agreements, all with just a few clicks. AI reduces the time taken to create documents from hours to seconds, making everyone’s life easier.
Workflow Integration
AI-powered document generation integrates with applications and workflows, enabling automated routing for seamless movement from creation to review, approval, and fin
Useful AI Tools for Document Generation in Salesforce
AI tools are transforming the way we handle documents, making things quicker and more precise. Users can benefit from Salesforce tools and third-party applications that can automatically fill in information and create customized templates for documents.
Let’s explore some of the most impactful AI-powered tools enhancing document generation in Salesforce:
Salesforce Einstein GPT
What can Salesforce Einstein Do?
- Auto-generate content for contracts, proposals, and reports using Salesforce data.
- Summarize lengthy documents to highlight key points, reducing review time.
- Provide intelligent recommendations for clauses, disclaimers, or missing information in legal and financial documents.
- Interprets natural language queries and generates responses in real time.
Agentforce
What can Agentforce Do?
- Automates approvals by intelligently routing documents to the right stakeholders based on predefined rules and context.
- Reduces manual intervention by predicting and auto-filling necessary fields in forms and records.
- Enhances customer interactions by instantly generating personalized documents, responses, and case resolutions based on real-time data for service agents.
Third-Party Document Generation Apps
The AppExchange offers 100+ document generation applications specifically built for Salesforce. These apps pull data automatically, format documents, and even connect with e-signature apps.
We have a solution that does not require you to purchase and install multiple AppExchange apps for document generation and e-sign. You can do all of it and more with XfilesPro Doc Gen!
XfilesPro Document Generation For Salesforce
XfilesPro Doc Gen makes it effortless by automating document creation while keeping everything in one place.
Customize Documents Your Way
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With XfilesPro Doc Gen, you can either use ready-made templates or create your own from scratch. When it comes to invoice templates, businesses typically rely on a standard format. But with Doc Gen, custom templates let you design invoices exactly the way you want. Want your brand colors? Check. Preferred fonts? Check. Company logo? Check. Custom fields, dynamic tables, digital signatures? Double-check! You get full control over the design and content, ensuring every document aligns perfectly with your business needs.
Automated Data Entry
Once the template is set, XfilesPro automatically pulls data from relevant Salesforce records and fills in the document. There’s no need to waste time copying and pasting information.
Simplified Approval Process
Select one or multiple approvers or reviewers for your invoice document. Get approval without the hassle of running through multiple emails or messages.
No Additional Integration
The best part of XfilesPro Doc Gen is that it comes with a built-in e-signature feature. Simply send your invoice document for e-signature and complete the process seamlessly.
This eliminates the need for an additional tool just for e-signing, saving both time and money.
Track Every Step with Ease
XfilesPro Doc Gen allows you to track the status of your documents in real time from a single dashboard. Whether the document is under review, awaiting approval, or pending an e-signature, you will always know what the next steps are.
User-Friendly UI
The easy-to-use interface provides a seamless experience, even for beginners. Without complicated setups or extensive training, users can effortlessly create, edit, and manage documents with a clean layout and guided workflows.
XfilesPro For Document Storage
Now that documents are generated, they occupy space in the Salesforce file storage, which is fine till it starts eating up your ROI due to the additional storage cost of Salesforce. To address this issue, we have developed XfilesPro for enhanced storage and collaboration. This solution seamlessly integrates any Salesforce organization with preferred external storage for automated file and document transfers.
Beyond simple file and document management, XfilesPro comes equipped with:
- Custom folder structure for better file organization
- Access control to manage who can view, edit, and share documents
- Trigger utility to automate subfolder creation for new records
- Bi-sync feature that synchronizes Salesforce org with external cloud storage and vice-versa for files and document access
- In-app preview to allow access to documents within Salesforce while being stored in the external storage
XfilesPro for Doc Gen and Storage, and Collaboration is available on AppExchange.
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