Getting Started with ZeroExport: Your First Document Template

Welcome to ZeroExport! In this guide, we'll walk you through creating your first document template and generating professional-looking PDFs directly within your Salesforce org.

What is ZeroExport?

ZeroExport is a native Salesforce document generation solution that operates entirely within your Salesforce org. Unlike traditional document generation tools, ZeroExport doesn't export your data to external servers, making it ideal for organizations with strict compliance requirements.

Prerequisites

Before you begin, make sure you have:

• ZeroExport installed in your Salesforce org
• Admin or appropriate permissions to create templates
• Basic understanding of Salesforce objects and fields

Step 1: Create Your First Template

1. Navigate to the ZeroExport app in Salesforce
2. Click on Templates tab
3. Click New Template button
4. Select the Salesforce object (e.g., Opportunity, Account, Custom Object)

Step 2: Design Your Document

The template editor provides an intuitive interface to design your document:

<h1>{{Account.Name}}</h1>
<p>Address: {{Account.BillingStreet}}</p>
<p>Phone: {{Account.Phone}}</p>

You can use merge fields to pull data from any related object:

• Standard fields: {{ObjectName.FieldName}}
• Related fields: {{RelatedObject__r.FieldName}}
• Custom fields: {{CustomObject__c.CustomField__c}}

Step 3: Add Styling

ZeroExport supports CSS styling to make your documents visually appealing:

h1 {
  color: #0066cc;
  font-size: 24px;
  margin-bottom: 20px;
}

.invoice-table {
  width: 100%;
  border-collapse: collapse;
}

Step 4: Preview and Test

Before deploying, always preview your template:

1. Click Preview in the template editor
2. Select a sample record
3. Review the generated output
4. Make any necessary adjustments

Step 5: Generate Your First Document

Once your template is ready:

1. Navigate to a record (e.g., an Opportunity)
2. Click the ZeroExport action button
3. Select your template
4. Click Generate PDF
5. Your document is ready!

Best Practices

• Keep it simple: Start with a basic template and add complexity gradually
• Test thoroughly: Always test with multiple records before deploying
• Use conditional logic: Show/hide sections based on field values
• Maintain consistency: Use your brand colors and fonts

What's Next?

Now that you've created your first template, explore these advanced features:

• Conditional sections: Display content based on field values
• Dynamic tables: Generate tables from related records
• Custom headers/footers: Add page numbers and company branding
• Batch generation: Create multiple documents at once

Need Help?

If you run into any issues, check out our documentation or contact our support team at support@zeroexport.io.

Happy document generating!