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[Music] in order to generate customized documents using docHub gen for salesforce an administrator must create a gen template in this video you will learn the steps to create a gen template and make it available on the appropriate salesforce object record to start log into salesforce and click the salesforce apps launcher grid search for and click docHub apps launcher click docHub gen templates to create a new gen template click new then fill in the required template details add a template name next select the data source the data source is the salesforce object a user will generate the document from and it contains the salesforce data that you want to include in the generated document select the template editor you can create a gen template with either a microsoft word document or with the agreement cloud editor in this video we will create a gen template using a microsoft word document click create identify the salesforce fields from your data source that you want to add to th
