Shared from my Chicago Salesforce Developers Meetup Presentation - Tuesday, April 25, 2017

Making PDFs From Word Documents
Using Salesforce Record Data

A Working "Proof of Concept"

GitHub Repo: https://github.com/DavidCDean/docMergeLambdaPUB

Salesforce Components:

  • Button with merge fields
  • SOQL Query Object w/ text query field
  • Documents (docx files)
  • Output folder

AWS Components:

  • Simple S3 Site
  • API Gateway to Lambda
  • Lambda function

Offsite (Temporary) Service:

  • CloudConvert.com

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