Generate Education Documents Directly from Salesforce

Frequently asked questions

• Why should education teams generate student documents directly from Salesforce? +
  Education documents generated from live Salesforce data eliminate the three biggest risks in student document management: manual data entry errors when re-typing student names, course details, grades, and fee figures that already exist in your CRM, version control issues when administration teams work from different copies of the same enrollment letter or course agreement template, and the hours lost every day copying Contact and enrollment details from Salesforce into Word documents for every new student intake, course completion, or scholarship award. When your enrollment letters, certificates, progress reports, course agreements, and scholarship letters all pull directly from live Salesforce student and course data, your education team produces accurate, consistent documents in seconds.
• How do I generate student documents from Salesforce? +
  With 360 InstantDocs, generating student documents from Salesforce is a three-step process. Upload your education document template - enrollment letter, certificate of completion, progress report, course agreement, and more in Word format. Map each placeholder field to the corresponding Salesforce object field using the point-and-click interface. Then open any Salesforce Contact or custom enrollment record and click Generate Document - your completed education document is produced as Word or PDF in seconds, with all fields populated from live CRM data.
• How do I bulk-generate enrollment letters in Salesforce? +
  Bulk enrollment letter generation in Salesforce with 360 InstantDocs is one of the most impactful use cases for education institutions during intake periods. Select all new student Contact records created during the enrollment period from a Salesforce list view and generate personalised enrollment letters for every student in a single bulk action - each letter populated with the individual student's name, course details, commencement date, campus, fee schedule, and enrollment conditions from their Contact and custom enrollment records, saved back automatically, and ready to send.
• Can Salesforce be used for student document management? +
  Yes, with 360 InstantDocs installed from the Salesforce AppExchange, Salesforce becomes a fully functional student document generation and management platform. Connect any education document template to your Salesforce Contact, custom enrollment object, or custom course object, and documents are generated with all fields pre-populated from live student data. Every generated document is saved back to the Salesforce record automatically.
• Which Salesforce objects can these education templates pull data from? +
  360 InstantDocs works with any Salesforce standard or custom object. For Salesforce education document templates, the most common mappings are: Contact (student name, date of birth, address, contact details), custom enrollment objects (course name, commencement date, campus, enrollment status, fee schedule), custom course objects (course details, subject list, learning outcomes, completion criteria), custom academic record objects (grades, attendance, assessment results, teacher comments), custom scholarship objects (scholarship name, award amount, conditions, disbursement schedule), and Opportunity (course fees, payment terms, enrollment agreement details). 360 InstantDocs also supports related list iterations, so a single progress report template can loop through multiple subject grades or assessment results automatically.