Shreya Mathur

"Docs on Demand: Automating Document Generation with OmniStudio"

What We’ll Cover:

* How OmniStudio’s Document Generation works (client-side vs server-side)

* Building dynamic templates using DOCX or PPTX formats

* Merging real-time Salesforce data via DataRaptors & Integration Procedures

* Best practices for automating policy documents, customer letters, and more

* Common challenges and how to overcome them

How We’ll Engage You:

* Live demo of a real use case (insurance/customer comms)

* Quick polls during the session to assess current practices

* Interactive Q&A to troubleshoot your scenarios

Key Takeaways:

* Confidently design and deploy document templates

* Boost customer experience with automated, branded communication

* Save hours of manual effort by letting Salesforce generate smart documents

* Build dynamic policies, proposal and quotes all with a few clicks.