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πŸš€ Getting started

  • Documentation
  • Concepts
  • Recipe patterns
  • Build your first recipe

πŸ”Œ Integrations

  • Overview
  • Salesforce
    • Installation guide
    • Query designer
    • Place Documotor button on a page
  • Power Automate and Logic Apps
  • DCR Solutions
  • KMD WorkZone
  • SBSYS & SBSIP
  • Acadre
  • F2
  • Public 360Β°
  • Your Platform

πŸ“– Guides

  • Overview
  • Configure templates
    • Census (PowerPoint)
    • Products (Excel)
  • Transform data
    • Objects
    • Arrays
    • Strings
    • Numbers
    • Datetime
  • Build recipes
    • Sales quotation
    • Sales quotation (PowerPoint)
  • Platform
    • Management
    • Recipe Editor
    • Versioned recipes
    • Data sources
    • Custom functions
    • Connected services
    • Using the API

πŸ“ Reference: Templating

  • Overview
  • Binding keys and Scope
  • Word
    • Charts
    • Controls
    • Images
    • Repeaters
    • Text
    • Dynamic sections
  • PowerPoint
    • Section bindings
    • Shape bindings
    • Slide bindings
  • Excel
  • General
    • Chart data structure
    • HTML text formatting
    • PDF

πŸ”€ Reference: Data transformation

  • Overview
  • Data types
  • Operators
  • Expressions
  • Truthy and falsy values
  • Numerical functions
    • abs
    • add
    • avg
    • calculate
    • ceil
    • divide
    • floor
    • max
    • max_by
    • min
    • min_by
    • multiply
    • subtract
    • sum
  • Array functions
    • append
    • contains
    • distinct
    • distinct_by
    • group_adjacent
    • length
    • list_join
    • list_range_fill
    • map
    • parent_child_index
    • reverse
    • sort
    • sort_by
    • split
    • split_array
    • take_or_default
    • to_array
    • to_dictionary
  • General functions
    • cached_service
    • datasource
    • datasource_many
    • format
    • get_stage_id
    • get_stage_name
    • has_value
    • if
    • not_null
    • parent
    • parse_json
    • safe_mode
    • safe_not_null
    • service
    • to_string
    • type
    • template
  • String functions
    • decode_html
    • decode_url
    • ends_with
    • join
    • join_hide
    • replace
    • split_on
    • starts_with
    • string_interpolate
    • substring
    • to_large_decimal
    • to_lower
    • to_number
    • to_sentencecase
    • to_titlecase
    • to_upper
  • Object functions
    • get_property
    • items
    • keys
    • merge
    • numbered_props_to_array
    • replace_properties
    • values
  • Datetime functions
    • add_time
    • current_time
    • format_datetime_to_timezone
    • to_datetime
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Salesforce

A guide for integration with Documotor

Updated 10 months ago


Overview
Installation guide