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 generate and use transformed context definitions in JSON format:
DocGen Designer with Admin Persona
To configure a Data Processing Engine definition with on-demand processing:
To transform and view transformed definition data as a JSON, in addition to Context Service,
your org must have Salesforce Document Generation, Data Processing Engine and Data Processing
Engine On Demand access.
The Transforms Available checkbox must be set to True for the context definition during its
creation.
To transform a context definition:
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 appears, where a transformation definition is
created using the Context Service process type and includes the chosen context definition as
its data source.
After processing, the data is transformed back into a specific JSON format that can be used by Document Generation.
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