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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