How to Create a Static Resource in Salesforce for Document Generation

Step 1: Login to Salesforce.

Step 2: In the Quick Find box, type Static Resources. Then click Static Resources under Custom Code.

Step 3: On the Static Resources page, click the New button.

Step 4: Enter Static Resource Details.

• Name: Enter Name  (e.g., Staticcontent).

Step 5: File: click Choose File and upload your file (e.g.txt., Image).

Step 6: Click save.

Step 7: The static resource has been saved successfully.

Step 8: Copy the Name (for example: Staticcontent).

Step 9: Add Static Resource Merge Syntax on template.

•  For Text - {{StaticResource.Staticcontent}}.
•  For Image - {{Image:StaticResource..Staticcontent}}.
•  For HTML content - {{HTML:StaticResource.Staticcontent}}.

Step 10: Go back to the object record → Generate document to view the output.

• Text file Output

• Image Output

                                                                                                   Thank you