Document generation in Salesforce often starts simple but over time becomes increasingly hard to maintain, extend, and govern across multiple teams and use cases.
Watch this session to explore how to move beyond basic, button-triggered document processes and design scalable, event-driven architecture using Flow, Apex, Screen Flows, and Platform Events.
What We Cover:
- Why Document Generation Patterns Break Down at Scale: The architectural limitations of isolated document processes in enterprise Salesforce environments.
- Choosing the Right Automation and Integration Pattern: How to evaluate Flow, Apex, and Platform Events for different document use cases.
- Building Reusable Document Services on the Salesforce Platform: How to design once and reuse across multiple processes, teams, and business flows.
- Modern Event-Driven Document Architecture: Patterns for approval-driven generation, asynchronous processing, batch outputs, and workflow orchestration.
Click play and register your details to watch the full recording!
