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Omnistudio Document Generation
Set Up Digital Experience Users for Document Generation

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Set Up Digital Experience Users for Document Generation

Give Customer Community (CC), Customer Community Plus (CCplus), and Partner Community users permissions for the Document Generation Processes object. Additionally, grant read and edit access for specific fields for a successful document generation from the digital experience sites.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To provide access to Document Generation Processes for digital experience users DocGen Designer
Note
Note Digital Experience users are external users, such as a customer or partner, who access a branded digital portal, website, or app built on Experience Cloud. You can skip these instructions if you're not using Experience Cloud.

If you are using Experience Cloud, we recommend that you create a custom permission set for your Digital Experience users.

  1. Create a custom permission set for Digital Experience users:
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select it.
    2. Click New.
    3. Define required fields, such as label, api name.
    4. Select the appropriate license:
    • Customer Community
    • Customer Community Plus
    • Partner Community
  2. Provide access for Document Generation Processes object.
    1. From Setup, in the Quick Find box, enter Permission Sets, select it.
    2. Click your custom permission set you created, and then click Object Settings.
    3. Click Document Generation Processes, and then click Edit.
    4. In Object Permissions, select Read and Create permissions.
    5. In Field Permissions, select Read Access and Edit Access for fields: PDFDocIdentifiersList, Reference Object, Request Text, Token Data, and Token data Content Document Id.
    6. In Field Permissions, select Read Access for ResponseText field.
    7. Save your changes.
  3. Provide access for Document Generation Process Status Changed Events object.
    1. Click Document Generation Process Status Changed Events, and then click Edit.
    2. In Object Permissions, select Read permission.
    3. Save your changes.
  4. Assign the custom permission set.
    1. From Setup, in the Quick Find box, enter Users, and then select it.
    2. Click the name of the community user.
      Don't click Edit.
    3. From the Permission Set Assignments section, click Edit Assignments.
    4. Assign the permission sets that you created in the earlier step.
    5. Save your changes.
Note
Note

Digital Experience users may encounter the “No preview available” message when trying to preview a DOCX document generated in OmniScript.

To resolve this issue, contact Salesforce Customer Support and request to disable the these three org-level settings:

  • Enable Lazy Rendition Policy for Salesforce Files inserted by API
  • Enable True Lazy Rendition Policy for Salesforce Files
  • Enable Lazy Rendition Policy for Salesforce Files
 
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