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Quick Start Guide

New to Document Studio (Viewer)? This page gives Salesforce admins a simple first-start path so you can generate your first document quickly and safely.

Name meaning (quick reference)​

  • Document Studio (Viewer): the Salesforce app used to generate and manage documents
  • Word Template: the Word document structure used for generation. Viewer merges Salesforce fields into this template and saves the generated file in Salesforce.
  • Template: the template configuration record that defines mapping and generation behavior.
  • Data Item: the Salesforce query context used by the template. A Data Item is configured under the template and can be based on queryable Salesforce objects.
  • Setup: the parent configuration object that groups templates. Quick Action generation is related to this setup object (parent of the template object).
  • Record Id: the Salesforce record used as source data for document output

Setup visualization (small map)​

Setup → Template → Data Item
Setup (parent)
  └─ Template
      └─ Data Item (query context)

What you will do​

In this quick start, you will:

  1. Open Viewer in your Salesforce org
  2. Select or review a template
  3. Generate your first document
  4. Validate result and plan next step
Before you begin

Make sure Viewer is installed in your Salesforce org and your user has access to the Viewer Administrator app.

Step 1: Open Viewer Administrator​

  1. Log in to Salesforce.
  2. Open the App Launcher.
  3. Search for Viewer Administrator.
  4. Open the app.

If needed, use the detailed navigation guide: How to navigate to Viewer.

Step 2: Pick your first template​

Choose one template for your first run.

Good first-test template characteristics:

  • uses a single main object (for example Account or Opportunity)
  • has a small number of fields
  • does not depend on advanced automation yet

If you need a starter template source, review: Template Library.

Step 3: Generate your first document​

Run one real generation using a known test record.

Basic validation checks:

  • document is created successfully
  • merged values are correct for the selected record
  • file name and output type are as expected
First-run testing tip

Start with one stable test record and reuse it during setup. This makes troubleshooting faster and helps you compare output changes between template updates.

Step 4: Validate and move to automation​

After your first successful manual generation:

  • confirm users can access the generated file
  • confirm formatting is acceptable
  • document any missing fields or mapping issues

Then move to automation when manual generation works correctly.

Common first-start questions​

I cannot find Viewer Administrator in App Launcher. What should I check?​

Check that you are in the correct Salesforce org and that your user profile/permission set includes access to the Viewer app.

Should I start with automation or manual generation?​

Start with manual generation first. Once one template works end-to-end, add Flow automation.

How many templates should I configure on day one?​

Start with one business-critical template. Validate quality and process, then expand.