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Document Generation For Vlocity Insurance Summer '22
Salesforce Industries Document Generation enables businesses to create and maintain accurate documents associated with standard objects such as contracts, opportunities, orders, quotes, and custom objects. This section describes the key features and enhancements for Document Generation for Vlocity Insurance and Vlocity Health in this release.
- External User Support for Salesforce Industries Server-Side Document Generation
Customer Community Plus, Customer Community, and Partner Community users can now generate documents using the singleDocxServersideLwc server-side OmniScript. - Process Dynamic Hyperlinks During Client-Side Document Generation
Using hyperlink tokens in a Microsoft Word or Microsoft PowerPoint document templates, you can now insert dynamic URLs in generated .docx and .pdf files. For example, with dynamic hyperlink tokens, you can insert a hyperlink for every product ordered that directs you to the product specification web page. The hyperlink token format is {{HYP_<hyperlinktokenname>}}, for example,{{HYP_Salesforce Website}}. - Process Dynamic Images During Client-Side Document Generation
Using image tokens in a Microsoft Word or Microsoft PowerPoint document templates, you can now insert dynamic images in generated .docx and .pdf files. With dynamic image tokens you can insert images such as product images, barcodes, pie charts in your document. An image token format is {{IMG_<imagetokenname>}}, for example,{{IMG_header}}. - Process Dynamic Rich Text During Client-Side Document Generation
Using rich text tokens in a Microsoft Word document template, you can now insert rich text content in generated .docx and .pdf files. With dynamic rich text tokens, you can display the product details as a block of information with its original formatting in your generated document. The rich text token format is {{RTB_<richtexttokenname>}}, for example,{{RTB_Header}}.
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