How to Make the Most of Your Salesforce Documentation Template

Salesforce Documentation templates are very flexible and can include a number of customizations. You can choose whether your fields are read-only or editable and what fields are mandatory. For example, if you have an event form that requires the sender or invitee to fill in a certain field, you can make this field mandatory. You can also make the fields mandatory, but they will not be updated unless the invitee or sender enters data. You can include labels for these fields, and your templates automatically pick up these labels.


The Docomotion salesforce documentation template is a powerful tool for Salesforce users. It allows you to copy and paste any document and dynamically merge Salesforce data. The Docomotion app also supports custom objects and multiple output formats. The documentation can be viewed on any device and on any screen size. In addition, you can easily insert calls-to-action and other features that help you close more deals.

To generate a Docomotion form, a Salesforce end-user clicks the Generate Document custom button on a record to merge data from the record and related objects. The maximum size of the output file is six megabytes (MB), and up to 12 MB with attachments.

In the case of a non-profit organization, for example, you may want to send a survey to your donors. The feedback that they provide will be used in reports and dashboards. The form also lets donors update their contact details. Once submitted, the information is automatically updated in Salesforce contacts. The Docomotion automation tool can also create a task to send the document automatically.

Simplify page layouts

If you are a newbie to Salesforce documentation, one way to speed up your documentation is to eliminate fields from the page layout. These fields can slow down the page load time and can lead to data entry errors. However, removing them will allow you to collect feedback to improve the field’s usability.

Speed up page load time

You can improve the speed of your website by making the most efficient use of its content. One of the first steps is to analyze how fast your page loads. This will help you measure what you need to change and how to improve it. You can use free tools like Pingdom to check the speed of your site.

If your page takes a long time to load, it will negatively impact your conversion rate. Research has shown that a delay of even one second can reduce conversions by as much as 7%. That means that a business making $100,000 a day could be losing 2.5 million sales annually. In addition, Google is shifting its ranking algorithm to take into account user experience. It is a major factor in conversion rates and average time spent on a page. The longer a user stays on a page, the more pages they view per session, and the lower the bounce rate is, the more likely they are to convert.

Another way to speed up a page is to use a visual complete layout. This is an effective way to make your page load faster and improve the user experience. While using visual complete, you should make sure that the page size is appropriate for mobile viewing. This is because the size of the page has a big impact on the time it takes to load.

If you want your page to load faster, you should avoid using too many third-party scripts. Some of these add significant time to a page’s loading time. For example, you might have added chatbot functionality to your pages, but you should remove it from the page as well. By removing these scripts, Setupad saw a 25 point improvement in its PageSpeed Insights score. The speed of a page is an ongoing process, and you must constantly improve it to keep it as fast as possible.

Another way to improve page performance is to use a non-blocking page layout. This will help your users understand that the page is loading without blocking them. The other method is to decrease the size of your page. This can be accomplished by deleting some scripts or compressing images. The exact steps will depend on your site.

Simplify description field

Simplifying the description field in the Salesforce documentation template can be beneficial in a number of ways. First, it speeds up the page load time and reduces data entry errors. Another benefit is the ability to use a photo or short description instead of the description field. Depending on your Release Management process, 280 characters may be worth gold dust in six months.

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