Batch Document Processing in Salesforce with Dochly
Dochly's Batch Processing feature lets you generate hundreds or thousands of documents in a single automated run — process any Salesforce report, schedule recurring batch jobs and monitor progress all from inside Salesforce. These 5 guides walk you through setup, running batch jobs, scheduling and troubleshooting.
10,000+ Documents Per Run
Zero Manual Work
Schedule Automated Runs
Any Salesforce Report
100% Native Salesforce
All Guides
5 articles
1
How to Set Up Batch Document Processing in Salesforce with Dochly
Configure Dochly's batch processing feature in your Salesforce org — enable batch jobs, connect your document templates and prepare your first bulk document run.
Beginner
7 min
2
How to Run a Batch Document Job from a Salesforce Report with Dochly
Use any Salesforce report as the data source for a batch document job — select your report, choose your template and generate documents for every record in one automated run.
Beginner
8 min
3
How to Schedule a Batch Document Run in Salesforce with Dochly
Set up recurring scheduled batch document jobs — run automatically daily, weekly or monthly without any manual trigger, keeping your document workflows fully automated.
Intermediate
8 min
4
How to Monitor and Track Batch Document Jobs in Dochly
Track the real-time progress of batch document jobs — view job status, see how many documents have been generated, identify failed records and review completed job logs.
Intermediate
6 min
5
Batch Processing Troubleshooting — Common Errors and Fixes in Dochly
Fix the most common Dochly batch processing errors — job not starting, documents failing to generate, report data issues, timeout errors and storage permission problems.
Reference
9 min
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