Using Process Builder for Automation with Email Feature (and Batch mode)
I have two docs generating and two emails when using automation through Process Builder, why is this happening?
Automation with Apex
Automation with Process Builder
Automation through fields on Leads, Accounts, Contacts, and Opportunities
Configure Document Action for automation
Use Case: How to have one button to generate two separate templates?
Use Case: What is an example process that could be setup using batch mode?
Using A5 Documents to Merge feature and do not see my document getting created or not populating all values from document action
Use Case: I want to control when a user can generate a document, how can I do that?