IdealDoc Documentation

IdealDoc turns your Salesforce data into Word and PDF documents. These pages cover setup, templates and automation.

Getting started

• Initial Setup: install the package, set up your org and generate an example document.
• Create your first Document: create a query, a Word template and an action button.

Template reference

• Word Template Reference v2: expressions, helper functions and control directives for Word templates.
• Number Formatting: number patterns and locales.
• Date Formatting: date and time format symbols and locales.

Automation and advanced topics

• Document Automations: Apex actions and methods to create documents from flows and code.
• Advanced Example Use Cases: subqueries, dynamic lists, custom fonts and public images.
• Extend IdealDoc Coming soon: pass additional data with extData; more to follow.

Last updated: 2026-11-10