DRTE Next
Published on June 3, 2026 DRTE
DRTE Solution Extension: Next Add-on
The DRTE Solution Extension boosts productivity by streamlining document generation, email communication, and workflow automation inside Salesforce. Use the modules below to merge documents in bulk, request signatures, send emails, and extend Flow screens with the DRTE Editor.
DRTE Next ERD here
Included Modules
Select a module name to open its detailed guide.
| Module | Description |
| Bulk Document Generation | Mass Merge add-on that generates documents for multiple records selected from a Salesforce List View. Document creation is queued as a background process, which significantly improves efficiency. |
| Multi-Template Record Merge | Generate and merge multiple document templates directly from a single record. |
| Quick Signature Requests | The Add Signature Request button starts a signing workflow without manually using a document editor. Quickly link contacts, placeholders and a template to trigger a formal signature request. |
| Custom Email & Document Send | The Generate and Send Document feature creates high-quality documents from Salesforce records and emails them immediately using predefined templates. |
| Dynamic Email Dispatch | A generic framework for the DRTE (Dynamic Rich Text Editor) Send Dynamic Email feature. |
| Flow Screen Editor | The DRTE Editor is now available in Flow screens, so DRTE subscribers can fully automate processes with the DRTE Editor. |
| Dev: Get Object Name by ID | Every Salesforce Record ID starts with a three-character prefix that identifies its object type (for example 001 for Account, 500 for Case). The getObjectName method inspects a Record ID and returns the API name of its object. |
| Dev: Flow Download Button | Download buttons made available for Flow screens. |
Key Benefits
- Generate documents for many records at once from a List View.
- Combine multiple templates from a single record.
- Send signature requests and emails without leaving Salesforce.
- Bring the DRTE Editor and download buttons into Flow screens.
Tip: Open each module guide above for step-by-step setup and usage instructions.
Knowledge Article Number: KA-00245