Windward DocumentationIntegration SalesforceUsing the Windward Maestro Runner App with SalesForce

Using the Windward Maestro Runner App with SalesForce

Introduction

This article describes how to use the Windward Maestro Runner App.  In order to use this app, you need to setup a button within Salesforce to access the app.  There is a tutorial located here on how to do that.

Login

The first screen you will be prompted with when opening the app is a Salesforce login page.  This application uses OAuth so thats what this first login page is about.  For this login, you will want to login using the credentials for the Salesforce datasource on the given templates you will run.  For instance, if I made a template that connected to a datasource with Username: tester@test.com and password: pass1234, those are the credentials I would enter on this Salesforce login page.

Generate Report with the Application

Now that we have logged into Salesforce, we are ready to specify our template and output it.  Here is the screen you should see once you login.

There is a UniqueID parameter stored internally (not shown in UI) which corresponds to the ID of the Opportunity, Account, Contact, etc. in case your template contains an Input Parameter that uses that ID to get info from the corresponding entity.

From here we can choose a template.  Clicking on the Choose File button will open a File Explorer for you to choose a template from.

After you choose a template, if that template contains Input Parameters, those Parameters will be auto-populated.  The Runner will also associate the chosen template with the Salesforce account and the entity type (i.e. Opportunity, Account, Contact, etc) so next time you enter the app, it will automatically be put in the Select Template drop down with the parameters auto-populated so you can quickly generate another document.

After you have selected a template, you can choose you designated Output Format.  Currently DOCX, PDF and HTML are supported output formats for DOCX templates.

Finally, all you need to do is click Generate Document and after a couple seconds, your report will be downloaded through the browser for you to open and save wherever you would like and all your template info will be saved for the next time.

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