Create Custom Documents with Omnistudio Document Generation in Public Sector Solutions

Public agencies generate all kinds of documents for constituents: inspection reports, permit certificates, letters of compliance or infractions, and other official communications such as court date reminders and changes to program qualifications or eligibility status.

With Omnistudio Document Generation (formerly Foundation Document Generation) you can generate these custom documents quickly, accurately, and consistently. Omnistudio Document Generation merges content from text-based files, such as Microsoft Word and PowerPoint files, with data from any standard or custom object to produce custom .docx, .pptx, and .pdf files. Templates define the structure, content, and format of the generated documents, and allow you to use data tokens, conditional logic, and tabulation to build complex, customized content. Templates can even accept JSON data from Salesforce or external data sources to include in documents. Omnistudio documents can be generated using client-side or server-side processing.

Note

• Generate documents up to 200 MB using server-side document generation. For hourly and daily org limits, see Document generation org limits.
• With Public Sector Foundation - Advanced, high-file-size document generation is limited to 50 documents per hour. A high-file-size document is a .pdf, .docx, or .pptx file between 10 MB and 200 MB.