Admin & Setup Guides

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How to Generate Documents from Salesforce Custom Objects

Admin & Setup Guides

How to Generate Documents from Salesforce Custom Objects

Every Salesforce org has custom objects, project records, subscription records, property listings, service agreements, custom intake forms, whatever your business...

Read articles »Posted on September 8, 2026

Salesforce Google Drive Integration: Syncing Generated Docs for Legal Review

Admin & Setup Guides

Salesforce Google Drive Integration: Syncing Generated Docs for Legal Review

For most teams, syncing generated docs from Salesforce to Google Drive is the missing step in an otherwise complete document...

Read articles »Posted on May 13, 2026

How to Build Salesforce Document Templates in Word (Merge Fields + Conditional Blocks)

Admin & Setup Guides

How to Build Salesforce Document Templates in Word (Merge Fields + Conditional Blocks)

Most sales and ops teams have the same problem. All the right data, client name, deal value, product list, billing...

Read articles »Posted on May 13, 2026

Resources

Guides, customer stories and how-tos from the 360 InstantDocs team.

Blog

Nov 6, 2026

How to Generate a PDF from a Salesforce Record Without Code

Read More: How to Generate a PDF from a Salesforce Record Without Code

Case Study

Aug 13, 2026

Replacing Manual Offer Letters and Contracts with One-Click Salesforce Document Generation

Read More: Replacing Manual Offer Letters and Contracts with One-Click Salesforce Document Generation

Knowledge Base

Nov 6, 2026

SharePoint File Sync

Read More: SharePoint File Sync