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20 Essential Life Hacks Every Salesforce Admin Should Know

Whether you’ve been a Salesforce admin for fifteen months or fifteen years, you know in this profession, learning never stops. That's why we’re gifting you a comprehensive list of life hacks gathered from the most seasoned Salesforce admins in the industry.

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The S-Docs Blog

The latest on all things Salesforce, digitization, document generation and e-signature.

Blog
November 18, 2020

5 Security and Compliance Benefits of Salesforce Document Automation

When an organization first introduces document automation to their Salesforce stack, some immediate benefits are…
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Blog
November 4, 2020

Introducing The S-Docs Template Editor UI Refresh

Here at S-Docs, we believe in continuous product innovation to meet the ever-changing needs of…
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Blog
October 23, 2020

How To Create A Stunning Statement Of Work In Salesforce

Certain documents just make life easier. For salespeople, these include sales quotes and invoices. For…
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Looking for more content? Visit our blog homepage to view past posts and subscribe to always stay up to date.

Videos

See S-Docs in action with product tutorials, guides, customer testimonials, and more.

Intro Videos
Customer Testimonials
Product Tutorials

What is S-Docs for Salesforce?

1:45

Learn about the S-Docs advantage and see why S-Docs is the #1 Native Document Generator for Salesforce.

S-Docs Customer Testimonials

2:51

Hear what Reva, United Healthcare, and Intuitive Surgical are saying about S-Docs and how it's helping their organizations.

Create Your First S-Docs Template

05:25

Learn how to use the S-Docs template editor to start creating stunning templates and generating sophisticated documents in no time.

Template Library

From sales to human resources, these pre-built templates can be downloaded and customized to fit your needs in seconds. View and download S-Docs templates for any industry, including:

  • Account Summaries
  • Team Pipeline Reports
  • Invoices
  • Quotes
  • Contracts
  • Statements of Work
  • Marketing Letters
  • and More!
Go To Template Library

Help Documentation

View our knowledge base and unlock the power of your S-Docs account. S-Docs documentation provides detailed, step-by-step guides on setting up S-Docs and S-Sign and using all of our unique features like batch document generation, document automation, and much more.

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Frequently Asked Questions

View common questions our users have and their answers.

How do I install and configure S-Docs?

To install and configure S-Docs, simply follow the instructions in the S-Docs Quick Install & Config Guide.

Does S-Docs work with Salesforce Mobile?

Yes! To learn how to set up S-Docs for Salesforce mobile, please visit:
https://www.sdocs.com/documentation/using-sdocs-with-salesforce1/

What's the best resource for getting started with template development?

The S-Docs Template Editor documentation article contains a basic introduction to the S-Docs template editor, and breaks down all of it parts in detail. Later, if you'd like to explore a wide array of solutions, such as including dynamic images, SOQL queries, or conditionally rendered statements in your templates, you may refer to the Advanced Template Features article.

You can also visit our documentation homepage and search for specific information.

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Release Notes

At S-Docs, we're constantly innovating to meet the unique needs of our customers. Check out the latest updates from our product team.

Release Notes
July 29, 2020

July 2020

S-Docs 4.274 Major Updates: New Template Migrator  This new tool does exactly what it sounds…
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Release Notes
April 30, 2020

April 2020

S-Docs 4.205 Major Updates: Security  At S-Docs, security is our top priority. We are constantly…
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Release Notes
October 10, 2019

October 2019

S-Docs 4.34 Major Updates: Runtime Prompts Writing Back to Salesforce Using S-Docs Runtime prompts? Now…
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