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Generate only PDF Document using Server-Side Document Generation

Fecha de publicación: Aug 1, 2025
Descripción

In Salesforce Industries (Vlocity) Document Generation, when using the Apex class approach for server-side document generation, the default behavior generates both a Word document and a PDF. However, certain business use cases may require generating only the PDF output without saving or generating the intermediate Word document. This article outlines how to configure the generation request to produce only a PDF document by using the appropriate parameter.

Solución

Refer the code from this document.

To generate only the PDF document using the Salesforce server-side document generation API and exclude the intermediate Word file:

  1. Use the KeepIntermediate parameter in the requestText JSON body.

  2. Set "KeepIntermediate": false

Número del artículo de conocimiento

005131021

 
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Salesforce Help | Article