Design Document Templates in Salesforce

Use Design Document Template to design and generate documents from templates in the Microsoft Word (.docx), Microsoft 365 Word (.docx), and Microsoft PowerPoint (.pptx) formats. Integrate tokens or variables in the template by replacing tokens with object values. You can create templates without a managed package. The Microsoft 365 Word option is only available when you have a ContractManagementAddOn license in your org.

Note Existing customers who use Omnistudio or Industries managed packages can also use the capabilities of this new template designer by enabling the Design Document Templates in Salesforce setting.

Associate document templates with input JSON data from any source. The JSON input can come from a Omnistudio Data Mapper extraction step within an Omniscript or by collecting data from the user in Omniscript. In the document generation process, a remote call can transmit the JSON, and variables, commonly known as tokens, integrate the input JSON data into text in the generated document, streamlining the data merging process.

Each document template record must have a unique name. You can create multiple versions of a document template, but only one version can be active at a time. You can also clone, activate, and deactivate template versions.

Document templates offer these advantages:

• Create documents using the data extracted from any object or even the data that isn’t stored within objects, such as information obtained from Omniscript. The generation of documents isn't restricted to a specific SFDC (Salesforce.com) object.
• Generate documents with advanced formatting. For example, create a section dedicated to order line items categorized as devices and another section for order lines categorized as plans. Additionally, you can show product attributes in documents, even if these attributes aren’t stored in the order line item fields.
• Show repeating content in a generated document. It isn’t limited to line items of an object such as a Contract, Order, and Quote. For repeating items, you can show or hide individual line items based on conditions. For example, create a grid that shows only network products and their prices or only the active contracts associated with an account.
• Use Data Mapper formulas to specify the criteria for showing information. Build a formula by using any token from the template or define new tokens within the formula. These formulas are assessed during runtime based on the data passed to the tokens. Consequently, the template section is shown or omitted based on the outcome of the formula evaluation.
• Filter the individual line items or repeatable content items to be shown in a document. For example, from a set of quote line items, show devices in one table and services in another. Use a formula to filter the type of line items to be shown.

• Enable Design Document Templates in Salesforce Setting
  Use Design Document Template to create DOCX, PPT, and Microsoft 365 Word templates in Salesforce. You can also integrate tokens or variables in the templates by replacing tokens with object values. When you enable the Design Document Templates in Salesforce setting, the application automatically creates the Docgen Document Template Library if not already available. To use Microsoft 365 Word, you need the Microsoft Word 365 PSL, included with the Salesforce Contracts license.
• List View In Design Document Template
  The Design Document Template lists all the templates created in the designer. It includes templates created in Design Document Template as well as Document Template Designer (Omnistudio). You can directly open any version of the document template and perform supported actions such as Clone, Create New Version, Deactivate, and Delete.
• Supported Actions Based on Document Template Version Status
  The status of the template document version is restricted to active, draft, or archived. Each status corresponds to a specific set of actions.
• 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.
• Create Templates in Design Document Template With Microsoft 365 Word
  Use Microsoft 365 Word to create documents that contain formatted text, including tables of contents, tables, paragraphs, columns, and images in the Microsoft 365 editor. 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). The Document Template object is a container to hold the DOCX or PPTX file.
• Tokens in Microsoft Word or Microsoft PowerPoint Documents
  You can insert multiple types of tokens in a Microsoft Word or Microsoft PowerPoint document template, such as variables, repeating content, condition evaluation, dynamic images, hyperlinks, and rich text. During document generation, tokens are replaced with actual data in the generated document. To avoid incorrect token replacements, use unique token names for each object level. If both parent and child objects use the same token name (for example, {{IMG_image1}}, and the child token is empty, the system may insert the parent’s value into the child section during document generation.
• Limitations In Design Document Template
  The Design Document Template designer has a few known limitations.