DRTE Next
This DRTE Solution Extension includes
| Module | DESCRIPTION |
| Bulk Document Generation | Mass Merge feature is an add-on that enables users to generate documents for multiple selected records simultaneously from a Salesforce List View. This process, often referred to as "Mass Merge" or "Bulk Document Generation," significantly improves efficiency by queueing the document creation as a background process.. |
| Multi-Template Record Merge | Generate and merge multiple document templates directly from a record. |
| Quick Signature Requests | Add Signature Request button provides a streamlined way to initiate signing workflows without requiring users to manually use a document editor. This feature allows users to quickly link contacts, placeholders, and a template to trigger a formal signature request. |
| Custom Email & Document Send | "Generate and Send Document" feature within the DRTE Extension package. This tool allows you to generate high-quality documents from your Salesforce records and email them immediately using predefined templates. |
| Dynamic Email Dispatch | This documentation provides a generic framework for the DRTE (Dynamic Rich Text Editor) "Send Dynamic Email" feature. |
| Flow Screen Editor | DRTE Editor is now available for flow screens, enabling DRTE subscribers to fully automate with powerful DRTE Editor in Flow Screens |
| Dev: Get Object Name by ID | In Salesforce, every Record ID begins with a three-character prefix that identifies its Object Type (e.g., 001 for Account, 500 for Case). The getObjectName (Get Object Name from ID) method programmatically inspects a provided Record ID and returns the corresponding API Name of that object. |
| Dev: Flow Download Button | Download buttons made available for flow screens |