How to Generate Bulk Documents in Salesforce?

Below are the simple steps to generate documents for multiple Salesforce records at once.

Step 1: To begin, log in to Salesforce.

Step 2: Now, open Docs Made Easy in Salesforce to access the document tools.

Step 3: Next, click Document Queries and then click New to create a query for the records you want to process.

Step 4: In this step, enter the Query Name and select Account as the object.

Furthermore, choose the required fields such as Id and Account Name, and then click Save.

Step 5: Moving ahead, open the App Launcher and search for Document Bulk Merge.

Step 6: Once the screen opens, click New to create a new bulk merge record.

Step 7: Now, enter the Bulk Batch Name, Solution ID, and Query ID.

After filling in these details, click Save to proceed.

Step 8: Next, open the created Document Bulk Merge record. Here, click Run Batch to move forward.

Step 9: At this point, choose an action to get started. If required, you can optionally select Schedule Batch to run the process later.

Step 10: Now, click Run Batch to start the execution.

Step 11: After clicking Run Batch, the system begins Bulk Document Generation in the background.

Step 12: Once the process is completed, a confirmation message, “Bulk Document Generation is Complete!” is displayed.

Step 13: Finally, the generated documents are automatically saved in the Files section of each Account record included in the (LAST_90_DAYS) query.

Thank You