Salesforce Post-Install Guide

1. Modify the Named Credential

The package includes an EDocGen Named Credential[cite: 9]. Update it with your account credentials so Salesforce can authenticate to the EDocGen server[cite: 9].

1. Click the gear icon (top right) and open Setup[cite: 9].
2. In Quick Find, search for Named Credential and open Named Credentials[cite: 9].
3. Open the Edocgen Named Credential and click Edit[cite: 9].
4. Set the fields as follows[cite: 9]:

Identity Type

Named Principal

Authentication Protocol

Password Authentication

Username

Your EDocGen username (for example, [email protected])

Password

Your EDocGen password

Click Save[cite: 9].

2. Create buttons for Generate Document

You can add Generate Document on any object (for example, Contract, Order, Account)[cite: 9]. Create a Lightning Action for single-record generation and/or a List Button for bulk generation[cite: 9].

2.1 Single document generation

1. In Setup, open Object Manager and select the object[cite: 9].
2. Open Buttons, Links, and Actions[cite: 9].
3. Click New Action[cite: 9].
4. Fill in[cite: 9]:

Click Save, then add the action to the page layout[cite: 9]:

1. Open Page Layouts for the object and edit the layout you use[cite: 9].
2. Select Mobile & Lightning Actions[cite: 9].
3. Drag your button (for example, Generate Document) into Salesforce Mobile and Lightning Experience Actions[cite: 9].
4. Click Save[cite: 9].

2.2 Multiple document generation

1. On the same object, open Buttons, Links, and Actions[cite: 9].
2. Click New Button or Link[cite: 9].
3. Fill in[cite: 9]:

Attach the button to the list view[cite: 9]:

1. Open List View Button Layout and click Edit[cite: 9].
2. Move your button from Available Buttons to Selected Buttons[cite: 9].
3. Click Save[cite: 9].

3. Configure EDocGen Configuration

Complete this configuration before generating documents[cite: 9].

Open the EDocGen app

1. Click the App Launcher (9-dot icon)[cite: 9].
2. Search for EDocGen and open the app[cite: 9].
3. Open the EDocGen Configuration tab[cite: 9].

The page shows Configuration Guidelines and Configuration Details[cite: 9]:

• Named Credential[cite: 9]
• Success Callback Apex Class[cite: 9]
• Failure Notification Emails[cite: 9]

Click Edit Configuration to update the fields below[cite: 9].

3.1 Named Credential

Choose which Named Credential EDocGen uses for document generation[cite: 9]. In most orgs, select the package-provided EDocGen / Edocgen credential (after you set username and password in Setup)[cite: 9].

To connect a different EDocGen environment, create a new Legacy Named Credential with details from EDocGen Support, then select it here[cite: 9].

Create a Legacy Named Credential (optional)

1. Setup > Quick Find > Named Credentials[cite: 9].
2. Click the dropdown next to New > New Legacy[cite: 9].
3. Complete[cite: 9]:

3.2 Success Callback Apex Class

Optional. Specify an Apex class that EDocGen calls after a document is successfully generated and uploaded[cite: 9]. Use this for custom business logic (update records, notify users, chain automation)[cite: 9].

Create the callback class

1. Setup > Apex Classes > New[cite: 9].
2. Requirements[cite: 9]:

• Class must be global[cite: 9].
• Must implement edocgen.ConnectorToOrg.ConnectorInterface[cite: 9].
• Must include global void handleDocumentGenerateSuccess(Map<String, String> generateSuccessMap)[cite: 9].

global class EDocGen_SuccessCallBack
    implements edocgen.ConnectorToOrg.ConnectorInterface {

    // Called by EDocGen after successful document generation.
    global void handleDocumentGenerateSuccess(Map<String, String> generateSuccessMap) {
        System.debug(
            'Inside EDocGen_SuccessCallBack.handleDocumentGenerateSuccess: '
            + generateSuccessMap
        );
        // Add your custom business logic here.
    }
}

The callback runs only after EDocGen successfully generates and uploads the document[cite: 9]. After saving the class, enter the class name in Success Callback Apex Class on the Configuration page[cite: 9].

Values in generateSuccessMap

// Example
generateSuccessMap = {
  templateId = a0BXXXXXXXXXXXX,
  objectAPIName = Account,
  recordIds = 001XXXXXXXXXXXX,001YYYYYYYYYYYY,
  recordIdWithContentVersionIdMap = {
    "001XXXXXXXXXXXX":"068AAAAAAAAAAAA",
    "001YYYYYYYYYYYY":"068BBBBBBBBBBBB"
  }
}

Need full code snippets and invocation options? See the complete Apex Quickstart Guide[cite: 9].

3.3 Failure Notification Emails

Enter one or more email addresses that should receive alerts when document generation or upload fails[cite: 9]. Separate multiple addresses with commas[cite: 9].

Save the configuration

1. Review Named Credential, callback class, and failure emails[cite: 9].
2. Click Save Configuration[cite: 9].
3. Confirm the success message. New settings apply to future generation requests[cite: 9].