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.

Last updated

Was this helpful?