The aduck Salesforce app lets you map SObject fields and child
relationships onto placeholders in a .docx template, then
generate documents from a record page or in bulk from a list view.
Installing
The app is currently distributed as source you deploy into your org (a packaged install link is on the roadmap):
- Deploy the source to your org.
- Assign the
Aduck_Userpermission set to anyone who should build or run transforms. - Under Setup > Custom Settings, open the aduck API setting and enter the Base URL and API key you received when you requested access.
Building a transform
A transform picks a root object, walks its fields and child relationships, and maps them onto placeholders in an uploaded template. Transforms can be run against a single record from its record page, or in bulk against a list view.
Getting an API key
API keys are issued after you request access — we'll follow up with a base URL and key to paste into the custom setting above.