Be More Salesforce Document Generation with Luke White

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Recorded14 Aug 2024

Publisheranchor.fm ↗

Handlerec:12450224

Show notes

In this episode, Tom Bassett interviews Luke White about document generation (DocGen) and its role in the Salesforce ecosystem. Luke shares his experience as the Operations Director at PDF Butler, an ISV in Salesforce. They discuss the different roles and responsibilities involved in using and implementing DocGen, as well as the importance of having a strong data model and corporate identity. Luke also provides tips for selecting the right DocGen tool and emphasizes the need for continuous innovation and customer-vendor partnerships. They debunk the misconception that DocGen is too complicated and highlight its ability to handle complex documents and processes.

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