FAQ – Page 5 – Opero Documents Knowledge Base and Documentation

Can you merge fields from multiple objects on Google Docs template?

Yes you can merge fields from multiple objects but everything needs to be related to the base object. You can merge from the lowest object in the relationship and always access the fields from lookup and master detail relationships fields on that object and go up.

If I have a custom domain setup in my Salesforce, will Opero Documents still work?

Yes, it will. If you receive an error message when authorizing your Google Drive which refers to”Error: redirect_uri_mismatch” with custom domain, please go to AppExchange to upgrade your app package version to latest available. After you upgrade your package version, then proceed back to Opero Documents Configuration tab to authorize app with your chosen google drive account.

Does Opero Documents work in Lightning Experience?

Yes Opero Documents is Lightning Ready with all features available.

Do I need to have a Gmail account in order to use Opero Documents?

Yes, you need to have a Google account as Opero Documents uses Google Docs functionality for managing merged document templates. Google/Gmail accounts are free to create.