Document
The Document Task allows Designers to save the Valorx Fusion App as an Excel or PDF file directly to a Salesforce record, either under Notes and Attachments or Files.
Getting Started
Click Task and select Document.
Choose New Document Task. A configuration window will open with four sections: Location, File Format, Selection, and File Name.

Configuration Options
Location Salesforce provides two storage options:
Files – Saves the app file to Salesforce Files (recommended).
Notes and Attachments – Saves to both Files and Notes & Attachments.
File Format Save the app in either Excel (.xlsx) or PDF (.pdf) format.
Selection Choose what content to save:
Entire Workbook – Saves the whole workbook.
Custom Sheets – Select specific sheets or portions of the workbook.
File Name Define how the file will be named in Salesforce. Options include:
App Name
Custom Name
Named Range
Cell Reference You can also append a timestamp if needed.

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