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            Limitations in Omnistudio Document Generation

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            Limitations in Omnistudio Document Generation

            Review the limitations found in Omnistudio Document Generation. General limitations, hourly and daily org limits, dynamic image limits, and more are included here.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions

            General Limitations

            • Browser-based previewer
              • To ensure the correct .docx and .pdf files are downloaded, use the download button.
              • PDF preview isn’t available on mobile browsers. Use the Download button to save and open the PDF with your preferred app.
              • For other limitations, see Content file preview issues.
              • When you preview a generated document in the browser-based previewer, the title displayed in the preview header defaults to renditionDownload instead of the actual document name. To view the correct file name, download the document.
              • Tracked changes (redlines) may not render correctly in the document preview, such as when you import a document version that contains redlines. Some changes can appear missing or misaligned, although the document content remains intact. To review changes accurately, download the document and open it in Microsoft 365 to view insertions and deletions inline.
            • Custom Fonts
              • Each custom font file must be under defined file size limit. 5 MB is the default limit.
              • The total size of the Docgen Custom Fonts Library must not exceed 100 MB.
              • Zip custom font files aren’t supported
            • Merge PDF
              • The multiDocxLwc Omniscript successfully creates up to 10 documents and supports a final merged PDF of up to 25 MB.
            • Bullet and Indentation
              • Static and dynamic bullet styles change from a dot to a hollow bullet in some cases.
              • Multi-level bullet points in DOCX files have inconsistent indentation.
            • Formatting
              • Italic formatting in formulas changes to normal style.
              • Certain checkboxes display a ? symbol after the checkbox.
              • The square checkbox symbol (□) in Wingdings font converts to a ? in PDFs.
              • Smiley checkbox symbols are replaced with a standard tick symbol in PDFs.
            • PDF Document Properties
              • The system doesn't set the Show option in the Initial Tab of the PDF properties to Document Title, leading to incorrect title behavior in PDF viewers.
            • Omniscripts
              • In client-side document generation, if the document preview takes longer than three minutes to load, and the attachFileFormat and downloadFileFomat document generation options set to only Word, the preview won't display. Instead, you'll be prompted to download the file to view its contents.
            • Partner Community User
              • Server-Side Document Generation isn't supported when invoked by a Partner Community User via the Salesforce REST API.

            Hourly and Daily Org Limits in Omnistudio Document Generation

            The system applies limits to the number of server-side and client-side documents an org can generate hourly and daily. The hybrid client-side document generation processing is subject to the limits of server-side document generation.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            Note
            Note The batch document generation processing limit is 2.5k documents per hour for files smaller than 1 MB. Processing larger files in a batch reduces the overall throughput per hour.
            Managed Package / Core Document Generation Method Users [Internal/External] Document Generation Limits
            Omnistudio managed package Omniscripts, IPs, Apex
            • Salesforce
            • Digital Experience
            		 1,000 per hour per org 10 MB per PDF
            Batch Document Generation
            • Salesforce
            		 2,500 per hour per org 10 MB per PDF

            Industries Communications, Media, Energy & Utilities (CME), Insurance (INS), Vlocity Government (PS) managed packages

            Batch Document Generation isn’t supported.

            		 Omniscripts, Apex, IPs
            • Salesforce
            • Digital Experience
            		 1,000 per hour per org 10 MB per PDF

            Document Generation in Core (without managed package)

            Client-Side Document ‌Generation isn’t supported.

            		 Omniscript (Single Point Request), Apex
            • Salesforce
            • Digital Experience
            		 1,000 per hour per org 10 MB per PDF*
            Batch Document Generation
            • Salesforce
            		 2,500 per hour per org 10 MB per PDF*
            Note
            Note *With Revenue Cloud Advanced and Revenue Events Starter licenses, high file-size document generation is limited to 50 documents per hour. A high file-size document is any PDF, DOCX, or PPTX file sized between 10 MB and 200 MB.

            Known Limitations in Client-Side Dynamic Rich Texts, Hyperlinks, and Images

            Here are some current limitations of Dynamic Rich Text, Hyperlinks, and Images during client-side document generation.

            Type Known Limitations
            Dynamic Rich Text

            Doesn't support:

            • Microsoft PowerPoint.
            • Images inside a rich text field.
            • Copy and paste content into a rich text field. You've to manually enter the content.
            • RTB tokens in non-formatted clauses.
            • RTB tokens within bullets in a document template.
            • User-input text that contains special characters such as less-than (<) and greater-than (>) signs. These characters are interpreted as HTML tags, or errors.
            • RTB tokens placed within a paragraph. It causes the document generation to fail.
            Dynamic Hyperlinks

            Doesn't support:

            • Hyperlink format, such as a blue color in the generated .pdf file.
            Dynamic Images

            Doesn't support:

            • Image rotation in .docx and .pptx files.
            • Images stored in external repositories.
            • Loopover images in .pptx document templates.
            • Image size greater than 2.5 MB.
            • Images stored in multiple repositories to render in the same generated document.
            • Image URLs in the dynamic image field. Omnistudio Data Mappers can't pass the image URL for an image. You must provide the sObject Id or the name of the image in the image field.
             
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