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

1. Click Task and select Document.

2. 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.