PV0, or Parameter Value Zero, is a critical parameter within Docs Made Easy.   Using the parameter, the app returns data specific to the record you are working with.   For example, if you are gathering Contacts with a query, rather than returning ALL Contacts in your Salesforce org, pass the ID of the master […]

September 7, 2023

If you are wondering how to use Document queries in your Docs Made Easy, here is the step-by-step walkthrough of the Document Query creation process. Step1: Login to Salesforce.     Step 2: Click on App Launcher.   Step 3: Now, in the search box, type HIC Docs Made Easy.     Step 4: Click […]

October 18, 2022

The Percentage parameter in the Docs Made Easy app is used to show the percentage Symbol (%). Step1: Login to Salesforce. Step 2: Click on Account Object. Step 3: Then, click on Account Record. Step 4: Here, click on the button to move to the Composer page. Step 5: On the Composer Page, click on […]

December 27, 2021

Tablerow is a parameter that is used to count rows in a table. Here, we will show you how to use the Tablerow parameter in the Docs Made Easy app. Step1: Login to Salesforce. Step 2: Now, Click on Account Object. Step 3: Then, click on Account Record. Step 4: Here, click on the button […]

December 23, 2021

Follow along with the steps to generate your first document using Docs Made Easy! Step1: On the Home screen of the Docs Made Easy app, click on the waffle Icon (nine dots) at the top left corner. Now, type in “Accounts.” Figure: 01 Step2: Navigate to the Accounts page with the help of the dropdown. […]

October 13, 2021

Step 1: Go to Salesforce AppExchange and look for Docs Made Easy in the search tab. Then, Click on the ‘Get It Now’ Button. Note: You will have to Sign Up or log in from your Salesforce account to install the package. Figure: 01 Step 2: Once you click on the Get It Now button, […]

September 22, 2021