Reshape your context definition with Data Processing Engine into a specific structure
required for Document Generation. Using the transformed data, you can generate documents like
contracts, proposals or invoices.
Required Editions
Available in: Lightning Experience
Available in: Developer, Enterprise, Professional, and
Unlimited editions for Industries clouds where Context Service is
enabled
User Permissions Needed
To create context definitions:
Context Service Admin
To transform context definitions
DPE Designer and Document Generation
Note You can transform context definitions only if your org has Salesforce Document
Generation.
From Setup, in the Quick Find box, find and select Context Definitions.
Select the context definition that you want to transform.
Select the Transform tab.
Click New Transform.
Add a name and description to the transform, then click Proceed.
A Data Processing Engine window opens. The transformation definition has the selected context definition as a source.
After processing, the data is transformed back into a specific JSON format that can be used by Document Generation.
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