Using Third Party Tools to Generate Documents
There are cases where Youreka’s Generate PDFs feature is not sufficient for users. In the event an organization requires documents to be generated in a very specific format (i.e. government forms, Excel spreadsheets, Powerpoint Slides, etc.), it makes sense to use a third-party document generation application.
Generally speaking, Salesforce-enabled document generation applications (such as Conga Composer, S-Docs, or Drawloop) offer the ability to merge Salesforce data onto formatted templates. Because data collected by Youreka is stored on Salesforce, this information can be queried by the document generation app to generate a document that meets standards.