Going digital can be difficult when government forms and legacy paper-based processes are involved.
Retaining the "look-and-feel" of legacy forms, while automating document generation is often the best compromise. Checkboxes are the most common form element found in legacy documents. Mapping a Word doc checkbox to Salesforce fields; either picklists, checklists, or text fields; can dramatically improve any document-driven process. Learn more at the Checkbox HOWTO article.
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AuthorMichael Leach Archives
December 2021
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