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S-Docs

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Related Lists & SOQL Queries

  • Adding a Related List to your template

  • Customizing Your Related List Layout

  • Filtering, Sorting, and Grouping Your Related List Layout

  • Using S-Docs Direct SOQL for Related List

  • Writing a Query That Returns Distinct Records

  • The Named Query Feature

  • Create a Document for Each Record in a Related List

  • Generate a Component Template for Each Record in a List of Records

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About

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Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and e-signature solution and put us in the top 1% of all apps on the Salesforce AppExchange.

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  • Products
    • Document Generation
    • E-Signature
    • Pricing
  • Solutions
    • Healthcare & Life Sciences
    • Financial Services
    • Government
    • Retail & Manufacturing
    • Consumer Goods & Electronics
    • S-Docs for Salesforce Revenue Cloud
    • All Industries
  • Customers
  • Partners
  • Resources
    • Knowledge Base
    • S-Docs Blog
    • Videos
    • News & Events
    • Template Library
    • Release Notes
    • Troubleshooting
    • FAQ
  • About
    • Overview
    • Why 100% Native?
    • Leadership
    • Careers
    • Contact Us
  • Request Demo
  • _
  • [Webinar] Ask Me Anything With S-Docs’ New CTO Anand Narasimhan