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How does docuWeaver add data from multilevel Salesforce objects, with or without lookups, into documents?

Updated over a month ago

Using its Data Set option, docuWeaver supports dynamic document generation from records of related objects, as well as records from unrelated Salesforce objects.

With the Data Set feature, you can:

  • Add parent record details

  • Add child record details

  • Add records from unrelated(without lookups) objects

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