Dynamic Rich Text Editor
The Dynamic Rich Text Editor by CodeyLabs is a powerful Salesforce-native tool that enhances the functionality of standard and custom objects. It allows users to replace standard rich text fields with dynamic content generated from templates, requiring no external integrations and no Visual Force Page dependencies for easy setup. With customizable features, drag-and-drop functionality, and robust document management options, this editor streamlines content creation and ensures a professional look aligned with your company’s branding.
Key Highlights
Salesforce Native Solution
Built entirely on the Salesforce platform, the editor requires no external integrations, ensuring a seamless and hassle-free configuration process.
Dynamic Content Generation
Easily create and manage dynamic content with templates and custom buttons, eliminating repetitive writing tasks.
User-Friendly Interface
The intuitive configuration options and simple setup process make it easy for users of all technical levels to quickly start generating PDFs. This ease of use ensures widespread adoption and minimal training requirements.
Full Salesforce Integration
Seamlessly integrate with any standard or custom object on the Salesforce platform, enabling branded document creation, including quotes, invoices, and contracts.
Customization and Control
Drag-and-drop functionality, business logic filtering, and customizable toolbar options provide unparalleled control over content creation and management.
Rich Document Management
Download content as PDF or Google Doc, refresh dynamic content from the database, and store edits in rich text fields for future access.
Professional Branding
Match document content to your company’s brand, ensuring a consistent and professional appearance across all communications.
User-Friendly Interface
Intuitive design with features like read-only mode, clear and replace functions, and optional button visibility, offering a streamlined user experience.
Quick Help Sidebar
Enhances the Salesforce experience by providing on-demand, contextual help for survey creation directly within the salesforce record page section.
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Effortless Document Generation Right Within Salesforce
Try Dynamic Rich Text Editor Today and Streamline Your Document Creation Process!
Test Drive
Steps To Self Test Drive
- Step 1: Login to test drive org, using th login information on Test Drive Page
- Step 2: After successfull login, go to Sales App from App Launcher
- Step 3: Push Opportunity Tab
- Step 4: Open any related Quote or Order record
- Step 5: Click the gear icon on top header
- Step 6: Edit Page
- Step 7: Notice the Dynamic Rich Text Editor component in app builder side bar
- Step 8: Make the changes and self test drive
Product Documents
Frequently Asked Questions (FAQs)
The Dynamic Rich Text Editor is a custom Salesforce component that allows users to create, customize, and download rich text documents with dynamic data from Salesforce records. It supports adding both dynamic and static content while maintaining consistent company branding.
The editor integrates seamlessly into Salesforce, allowing you to drag and drop it onto your record pages. You can configure it to load dynamic content from your Salesforce records and add static HTML as needed. The editor also supports branding with your company’s colors and styles.
The editor can generate a variety of documents, such as Quotes, Orders, Invoices, and more. It allows for the customization and branding of each document to ensure consistency with your company’s visual identity.
Yes, the Dynamic Rich Text Editor can be used for any standard or custom Salesforce object. You can configure the editor to generate documents for different objects, ensuring that all your documents adhere to your company’s branding guidelines.
The editor allows you to customize both the dynamic content pulled from Salesforce and any static HTML content you add. You can apply custom styles, colors, and logos to ensure the documents reflect your company’s branding accurately.
The Dynamic Rich Text Editor is a native Salesforce component. It operates within Salesforce without the need for any external integrations, making it easy to set up and use.
To configure the editor for different object types, you simply need to set up the appropriate template IDs and customize the editor settings. This allows you to generate documents for various record types while maintaining consistent branding across all documents.
Yes, you can revert to default settings by adjusting the configuration options in the editor or removing custom templates. This flexibility ensures that you can easily switch back to default settings if your branding needs change.
To ensure consistent branding, configure the editor with your company’s colors, logos, and fonts. Apply these settings across all your templates and documents to maintain a unified look and feel that aligns with your company’s branding guidelines.
If you encounter any issues with the editor, check the configuration settings to ensure everything is set up correctly. Consult the documentation or reach out to CodeyLabs support for assistance. Our team is here to help you resolve any problems you might face.