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Post-Install Steps for Omnistudio Document Generation Spring '23 and later release
To complete the installation of Omnistudio Document Generation, complete these tasks.
Before you start, be sure to install or upgrade Omnistudio and complete the post-installation or post-upgrade tasks. See Omnistudio Release Summary for Installation and Upgrade.
Many of the tasks require that you understand permission set combinations. There are three Permission Set combinations for Omnistudio Document Generation and Omnistudio non-Community users.
- DocGen Designer and Omnistudio Admin — Users can create document templates, create or import Omniscripts, and generate documents.
- DocGen User and Omnistudio User or Omnistudio Admin— Users can only generate and view documents. They can't create or view document templates.
- Create the Docgen Designer Standard User Permission Set for Omnistudio Document Generation Spring '23 and later releases
To create the Docgen Designer Standard User Permission Set, run one Apex command in the Developer Console. - Assign Permission Sets to your Users Spring '23 and later releases
DocGen User, DocGen Designer, and DocGen Runtime Community User are the available permission sets. You can assign permission sets to a single user from the user detail page or assign multiple users to a permission set from any permission set page. - Create the Docgen Document Template Library for Omnistudio Document Generation Spring '23 and later releases
Create the Docgen Document Template Library that stores the Document Templates you create. - Create the Document Generation Setting for Omnistudio Document Generation Spring '23 to Summer '24 releases
The Document Generation Setting you create determines the default mechanism for document generation, either Client-Side or Server-Side. - Create the Main Font Resources for Omnistudio Document Generation Spring '23 and later releases
The font resources store the fonts your generated documents use. - Create RollbackDRChanges Setting for Omnistudio Document Generation Spring '23 and later releases
If the Omnistudio Perm is enabled in your org, then you need to configure the RollbackDRChanges setting. - Import the Omniscript DataPacks for Omnistudio Document Generation Spring '23 and later releases
The sample Omniscripts are provided as Static Resources, which you download and then import. - Activate the Latest Document Generation Omniscripts for Omnistudio Document Generation Spring '23 and later releases
You activate the latest Document Generation Omniscripts by deactivating and then reactivating them.
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