Efficiently Generate Documents in Batches with Server-Side Omnistudio Document Generation

You can now group a large number of document generation requests and associate them with a document generation batch request by using the batch document generation ID. The batch document generation process provides a range of details to review, such as the request status of the batch document generation, and the total number of batch requests. The process also shows other batch details such as the total number of successful, failed, and in-progress requests and the completion date of the batch process. The batch process sends email and in-app notifications when it completes a document generation batch request.

Where: This change applies to Lightning Experience in Enterprise, Unlimited, Professional, and Developer editions.

Who: To enable the batch document generation process, users need DocGen Designer permission set.