PDF Butler - Salesforce Document Generation’s Post

As someone who has always relied on detailed notes—whether it was during my school days or while gathering client requirements—capturing accurate information has been essential to my workflow. 📚✍️ Now, using my reMarkable tablet along with FilePulse 360, I’ve found a way to not only capture every important detail but also get those notes directly into Salesforce without retyping or wasting valuable time! ⏳ No more juggling between systems or spending extra hours on data entry. FilePulse360 integrates seamlessly with my process, ensuring that the notes I take are exactly where they need to be—saving me time and keeping everything organized. 🔗 #ProductivityHacks #Salesforce #ClientSuccess #RemarkableTablet #FilePulse360 #Automation #Efficiency

🚀 Streamlining Document Generation with Docs Made Easy 📝 We’ve just published a new blog showcasing how Docs Made Easy by HIC Global Solutions has become a game-changer for our Salesforce projects! By simplifying document generation, this powerful tool saves time, enhances accuracy, and makes processes seamless for our customers. Curious to see how it works and why we’re so impressed? Check out the full post here 👉 https://lnkd.in/dvUNrQgT

We are hosting a webinar!📢 We’re keeping the momentum going after our Demo Jam win at Northeast Dreamin' dreamin. Whether you missed our demo at the event or want to learn more about how Impowr can revolutionize your importing experience in Salesforce, this webinar is for you.  Register at the link below: https://lnkd.in/e9dfAAbw   If you need to import Excel files like XLS, XLSX, ODS, or CSV without converting them first, or easily handle multi-sheet workbooks, Impowr makes it simple. That’s not all,  Impowr has a wide range of capabilities that can enhance your overall importing experience. You wouldn’t want to miss our webinar.   Join our Director of Product Engineering Callum Hurry for an engaging event where we’ll explore all the great features of Impowr and how it can change your importing experience in Salesforce. #Data #excel #spreadsheet #salesforce #datamanagement #digitalexperience #dataautomation #impowr

🚀 Are you ready to revolutionize your business workflows? Uncover the ultimate showdown between two top-tier automation platforms: Make.com vs. Microsoft Power Automate! 💼✨ 🔍 In our in-depth analysis, we dive into user experience, integration prowess, and cost-effectiveness to help you decide which tool matches your business needs. Whether you're a small business owner or a tech enthusiast, this is your guide to smarter automation! Curious to know which platform takes the lead? Click the https://lnkd.in/eQHmhMhg

A few people have asked questions on some of my recent posts about what is a reMarkable tablet, what is FilePulse 360, and how they work together? I put together a quick slide showing how I leverage both of these amazing tools in my daily work on the Operations side at Appluent Business Solutions while working with clients. 🚨 Disclaimer: I might not be a marketing major, but I am Lean Six Sigma certified—and eliminating waste is exactly what this post is about. 🚨 Here’s how I use my reMarkable tablet and FilePulse 360 to stay organized and streamline operations: 1️⃣ Prep: I type out my demo script and send it straight to my reMarkable tablet. It’s a seamless way to review my content without juggling extra screens and make sure I am prepared for my call. 2️⃣ In Action: During the call, I take detailed notes directly on my tablet. 3️⃣ Post-Call Magic: Using FilePulse 360, I push those notes back into Salesforce as a file. No extra steps for me, and—bonus—it automatically notifies my project team about the new file! This setup saves time, keeps my notes organized, and ensures my team has access to everything they need without any manual updates. If you’ve been curious about combining tools like these or have tips on making this process even better, I’d love to hear from you! 💡 #Productivity #LeanSixSigma #reMarkableTablet #FilePulse #FilePulse360 #Salesforce #Operations #EliminatingWaste

Unlock the potential of your email systems with Power Automate! Learn how Wimmer Solutions leveraged this powerful tool to boost efficiency and productivity. Read their success story now! Read More. https://lnkd.in/gBRwHUtj #PowerAutomate #WorkflowAutomation #EmailProductivity #DigitalTransformation #EfficiencyBoost #TechSuccess #WimmerSolutions

Hands up if you've tried Power Automate and got stuck! 🙋♀️ DAY 10 of CELEBRATIONS showcasing the grads who've mastered it. From basic flows to complex automation - they're saving hours every week. P.S Tag a colleague below to win a $50 prezzy card! Winner drawn December 20th. #PowerAutomate #WorkflowAutomation #MicrosoftFlow

Ribbonfish #DocGen Today—A Whole New Engine (2024) 🚀 Post 3 of 5: Welcome to 2024—#DocGen 2.0! Here’s where things get really exciting! In 2024, DocGen has had a complete overhaul, and we’ve migrated the engine to .NET 8. What does that mean? More speed, more features, and more power! With PDF generation, sending documents as email attachments, and embedding documents directly in emails as the body content, we’re making document generation faster and easier than ever. 💭 Imagine generating a contract or pricing list straight from your Salesforce record with one click—sounds like magic, right? If you’re curious to see this in action, comment below or drop me a message! I’d love to show you what DocGen can do. #Net8 #DocumentAutomation #SalesforceIntegration

Unlock the potential of your email systems with Power Automate! Learn how Wimmer Solutions leveraged this powerful tool to boost efficiency and productivity. Read their success story now! Read More. https://lnkd.in/gBRwHUtj #PowerAutomate #WorkflowAutomation #EmailProductivity #DigitalTransformation #EfficiencyBoost #TechSuccess #WimmerSolutions

Are you struggling to keep your IT documentation up-to-date?  Join us as Matt Reid from the Crate Marketplace team demonstrates a pre-built automation workflow that streamlines your documentation process in Hudu for Microsoft 365 environments. He'll show you how to harness Rewst to automate documentation for user accounts, domain info, licenses, privileged group memberships, and shared mailboxes. Say goodbye to tedious tasks and hello to accuracy and valuable time saved. 👋 Don't miss this Workflow Wednesday episode to see the seamless integration in action and learn how to make your IT documentation more efficient. https://lnkd.in/gcKr9HGX   #Documentation #Automation #ITManagement