Create Templates in Design Document Template With Microsoft Word or Microsoft PowerPoint

To create documents that contain formatted text, including tables of contents, tables, paragraphs, columns, and images, use Microsoft Word or Microsoft PowerPoint. Salesforce recommends that you create templates in Windows. You can also include tokens or variables to replace tokens with object values when you generate the document. To import the data, you can use a Omnistudio Data Mapper to retrieve large amounts of data (for example, over 1,000 records). After you create a document, create a document template and drag the document file into the document template designer.

Note The document generation fails if the curly braces for tokens and tokens within tokens aren’t balanced in the document templates. An instance of an unbalanced curly brace is illustrated in the example: Product Name - {{product_name1}.

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

USER PERMISSIONS NEEDED
To create a template:	DocGen Designer permission set AND Microsoft 365 Word User permission set OR Microsoft 365 Word Desginer permission set

1. Create a document in Microsoft Word or Microsoft PowerPoint.
2. From the App Launcher, find and select Design Document Template.
   The Design Document Templa list view opens. You can search for existing templates by using the template name.
3. Click Create Template.
4. In Template Details, enter these details:
   1. Enter the template name.
   2. Select Microsoft Word or Microsoft PowerPoint as the template type.
   3. Select JSON as the token mapping method.
      In Spring ‘24, Salesforce supports only the JSON token-mapping method.
5. In Token Mapping Details, enter the Data Mapper Transform name and Data Mapper Extract name, if you’re using Data Mappers.
   This section determines how the template’s tokens are populated. There’s a one-on-one mapping between Data Mappers and document templates designed using the Design Document Template. Existing Data Mappers can be linked to the document template created in the Design Document Template only if those Data Mappers aren’t already associated with other active document template.
6. Select the document template usage type.
7. Upload the Microsoft Word or Microsoft PowerPoint document.
8. Click Done.
   You can view the document template in the document previewer.
9. Save the document template version.
10. Perform these actions on the template designer:
    • To download the template, click Download File
    • To edit the template, click Open in Microsoft 365.
    • To activate the template, click Activate. After you activate a document template, you can't delete the associated Microsoft 365 Word file.
    • To delete the template, click Delete from the dropdown.