Picklist translations DataSource

PDF Butler can retrieve translated picklist values directly from Salesforce Translation Workbench. This allows the same document configuration to display a picklist value in the appropriate language instead of creating separate values or configurations for each language. 

In this example, the Opportunity Stage picklist is generated first in German and then in Dutch to show how the displayed value changes based on the language used for the document.

Step 01: Verify the Picklist Translations #

1. In Salesforce Setup, open Translation Workbench.
2. Select the Language, set Setup Component to Picklist Value, and select the Object that contains the picklist you want to translate. Confirm that translations are available for the required picklist values.

In this example, translations are configured for the Stage picklist on the Opportunity object.

Step 02: Create the Picklist Translation DataSource #

Before PDF Butler can use the translated picklist value, you need to add a DataSource that tells the configuration where to retrieve the translation.

1. In the PDF Butler, click Data Source, then select New Data Source from the dropdown.

1. In the popup window, select Picklist Translation, then click Next.
2. Enter a Data Source Name for the translation DataSource.
3. In Translation Object, enter the Salesforce object that contains the picklist.
4. In Translation Picklist, enter the picklist field you want to translate.

Note: The translation object can be a standard or custom Salesforce object, as long as the picklist is configured in Translation Workbench.

In this example, Opportunity is used as the Translation Object and Stage as the Translation Picklist.

1. Click Save.

Step 03: Add the Translation DataSource to the Doc Config #

1. In the PDF Butler Doc Config, click Add DataSource on the left-hand side. Select the Picklist Translation DataSource you created.

1. Click Add Field and add a dummy field to the Picklist Translation DataSource. The dummy field is used by the translation configuration and does not need to appear in the document.

Step 04: Configure the Picklist Field for Translation #

1. Open the Word document where you want the translated picklist value to appear. Locate the merge field for that value, or add one if it is not already present. You will use this merge field when creating the config type for the translated picklist value.

1. Back in PDF Butler, click Add Config Type on the left-hand side.
2. Select the relevant merge field name and leave the configuration type set to Single.

1. In Datasource, select the data source that contains the original picklist value.
2. In DataSourceField, select the specific picklist field you want to translate.
3. In MergeField, enter the corresponding merge field from the Word document.

Note: If the required field is not available, add it to the DataSource and refresh the configuration before continuing.

1. Enable the Translate option and select the Picklist Translation DataSource created earlier. This tells PDF Butler to use the translated text from Salesforce Translation Workbench instead of the original picklist value. Click OK.

Step 05: Save and Test the Translation #

1. Click Save to Server and confirm that the configuration validates successfully.
2. Generate the document and verify that the picklist value appears in the expected language.