Speakers
Most document generation in Salesforce starts as a simple, functional pattern. But over time, it becomes increasingly fragile, duplicated, and difficult to evolve at scale.
As organizations grow, button-based and manually triggered document processes struggle to keep up with changing business requirements, governance needs, and integration complexity.
The difference between systems that scale and those that constantly require rework is not the toolset – it’s the underlying architecture.
What We’ll Cover:
- Why Document Generation Patterns Fail to Scale: How isolated, button-driven approaches create rigidity over time and limit long-term extensibility.
- Selecting the Right Salesforce Architecture Pattern: When to use Flow, Apex, Screen Flows, and Platform Events to design resilient document workflows.
- Designing Document Generation as a Reusable Platform Capability: How to move from single-use implementations to shared, service-oriented architecture.
- Event-Driven and Asynchronous Design in Practice: Real-world patterns including approval-based generation, batch processing, guided flows, and event-triggered document creation.
Join us to learn how to evolve document generation from fragmented implementations into a scalable, event-driven architecture that stands up to real enterprise complexity.
