You are here:
Enable Design Document Templates in Salesforce
Use the Design Document Template to create DOCX, PPT, and Microsoft 365 Word templates in Salesforce. You can also integrate tokens or variables for data merging from JSON. If you already installed the Omnistudio Document Generation managed package, you can continue to use the default Document Template Designer by not enabling the Design Document Templates in the Salesforce setting.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, Professional, and Developer editions.
How: From Setup, enter Document Generation in the Quick Find box, select General Settings, and then select Design Document Templates in Salesforce.
Did this article solve your issue?
Let us know so we can improve!
