Enable Server-Side Document Generation Setting for the Omnistudio Package and Salesforce Document Generation

Server-Side document generation is an asynchronous process that's built for large and rendering-heavy documents and to generate documents in batches. Server-Side document generation is only supported in customer orgs, and it isn't enabled by default.

The Salesforce admins can directly enable the server-side document generation feature. To enable Server-Side document generation, configure the document generation setting.

Note Enabling server-side document generation feature In Government Cloud and Government Cloud Plus environments could send data outside the authorized boundaries. For information on how to ensure your Salesforce org is configured to maintain FedRAMP/DoD compliance, refer to the Feature Enablement and Authorization Boundary Considerations section in the latest Salesforce Government Cloud and Government Cloud Plus Customer Configuration User Guide. For more information, contact your Salesforce Account Executive. To view a list of products and features available for Government Cloud, see ​ Government Cloud Available Products and Features ​.

1. From Setup, click Feature Setting, click Document Generation, and then click Document Generation Settings.
2. Click New.

   The Document generation setting page opens.

3. Specify these parameters:
   • Label: DocumentGenerationSetting
   • Document Template Library Name: DocgenDocumentTemplateLibrary
     

     Note

     Ensure that the DocGenDocumentTemplateLibrary is available on the Libraries tab. If it isn't available, you must add the DocGenDocumentTemplateLibrary. To view the Libraries tab, select the Salesforce CRM Content User option in your user profile. From Setup, go to Users, and then click Edit on your user profile.

   • Preview Type: PDF
   • Turn on the Enable Server-Side Document Generation setting.
4. Click Create.
   

   Note Client-Side document generation is supported by default with the DocGen license. No additional configurations are required to enable client-side document generation feature.