Document Management in Salesforce

Design and create document templates directly in Salesforce without needing the Omnistudio managed package. Use an Omniscript to automate the document generation process. This method simplifies the process of generating various types of documents and eliminates the need to install additional packages.

• Export and Import of Document Templates in Salesforce Orgs
  Using a managed package to standardize document templates across various Salesforce orgs, including production and sandbox environments. This package facilitates the transfer of document templates by letting users to export them from a source org, such as a sandbox, and subsequently to import them into a target organization, such as production.
• 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.
• Context Service for Document Generation
  Starting Winter '26, Context Service is the default token mapping method in Salesforce Document Generation (DocGen). It provides a visual way to extract and organize business data from different sources without an Omnistudio license. It then connects that structure to Salesforce data using context mappings. With Context Service, you define the structure of the data you want to use in your documents, making it easier to generate accurate, personalized content across contracts, quotes, and other business documents. When a document is generated from a document template, Context Service replaces the tokens with real data from the mapped fields.
• Context Filters for Document Generation
  Document generation often pulls data from complex models that return more records than a document requires. To exclude irrelevant data, use filters to control which data the context service fetches before generating a document. When you add a filter to a template, document generation applies the filter every time a document is rendered.
• Transform Token Data with Context Service for Document Generation
  Reshape and enrich token data before document generation by using a transform plug-in to apply Apex logic. You can build hierarchies, group related records, or perform custom calculations that the context service alone can’t handle. You can use a transform plug-in in conjunction with a context filter. Document generation applies the template’s context filter before running the transform plug-in.