Batch Processing - dochly.com

Batch Document Processing
in Salesforce with Dochly

Generate hundreds of documents in one automated run from any Salesforce report no manual work, zero errors, all natively inside Salesforce.

5 guides in this section

Generate thousands of documents at once

Zero manual work

Batch Document Processing in Salesforce with Dochly

Dochly's Batch Processing capability lets you generate hundreds or thousands of documents in a single automated run using Salesforce Flow actions — target records drawn from any Salesforce report's criteria, schedule recurring runs with a native Scheduled-Trigger Flow, and monitor progress via the batch tracking record. These 5 guides walk you through setup, running a batch, scheduling and troubleshooting.

Scales to Thousands of Documents Zero Manual Work Schedule Automated Runs Any Salesforce Report 100% Native Salesforce

All Guides 5 articles

How to Set Up Batch Document Processing in Salesforce with Dochly

Configure Dochly's batch processing capability in your Salesforce org build the Flow that calls Dochly's bulk generation action, connect your document templates and prepare your first bulk document run.

Beginner 7 min

How to Run a Batch Document Job from a Salesforce Report with Dochly

Use a Salesforce report's criteria as the record source for a Flow-based batch run build a matching Get Records query, choose your template and generate documents for every record in one automated run.

Beginner 8 min

How to Schedule a Batch Document Run in Salesforce with Dochly

Use a native Salesforce Scheduled-Trigger Flow to run batch document generation automatically daily, weekly or monthly without any manual trigger, keeping your document workflows fully automated.

Intermediate 8 min

How to Monitor and Track Batch Document Jobs in Dochly